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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meredith? Claim Your ProfileMeredith Demichele Jordan is a financial advisor at Morgan Stanley with over 18 years of experience in the industry. Meredith has a broad range of experience in the financial services industry, having worked with a variety of firms, including SunTrust Investment Services, Inc., Morgan Stanley DW Inc. and Raymond James Financial Services, Inc. Meredith specializes in a variety of financial services including portfolio management for individuals, businesses and investment companies, financial planning, and pension consulting. Meredith is registered to provide investment advice in 53 states and territories.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
01/31/2023 - Present
Morgan Stanley (Atlanta GA)
GA
03/23/2022 - 01/30/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (ATLANTA GA)
GA
06/01/2009 - 03/14/2022
MORGAN STANLEY (Atlanta GA)
GA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ATLANTA GA)
GA
07/26/2006 - 04/02/2007
MORGAN STANLEY DW INC. (ATLANTA GA)
GA
05/20/2004 - 07/06/2006
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
BOTH
Issued 06/15/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/23/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/07/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/29/2004
Series 4 - Registered Options Principal Examination
BC
Issued 06/07/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2016
Series 3 - National Commodity Futures Examination
BC
Issued 04/25/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 05/19/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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