Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meredith? Claim Your ProfileMeredith D. Perez is an investment advisor representative at Empower Advisory Group, LLC. Meredith has been in the securities industry since August 2011 and is currently registered in Colorado and Texas. Prior to joining Empower Advisory Group, LLC, Meredith was employed by MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and AXA ADVISORS, LLC. Meredith holds the Series 63, Series 65, Series 7, Series 9, Series 10, and Series 24 licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CO
07/25/2022 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
TX
10/10/2014 - 07/09/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
TX
08/10/2011 - 10/14/2014
AXA ADVISORS, LLC (AUSTIN TX)
IA
Issued 01/21/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/2022
Series 24 - General Securities Principal Examination
BC
Issued 08/27/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/02/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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