Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meredith? Claim Your ProfileMeredith Harris is a financial advisor with Wells Fargo Clearing Services, LLC. Meredith has been in the industry since 2014 and holds several securities licenses, including Series 6, 6TO, 26, and 99TO. Before joining Wells Fargo Clearing Services, LLC, Meredith worked at Wells Fargo Securities, LLC, MML Investors Services, LLC, MSI Financial Services, INC, and New England Securities.
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.
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.
Investment consulting services to institutional clients
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.
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2
MO
12/04/2023 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
NC
03/27/2019 - 08/11/2020
WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)
NC
03/25/2017 - 02/12/2019
MML INVESTORS SERVICES, LLC (CHARLOTTE NC)
NC
01/28/2014 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CHARLOTTE NC)
NC
05/23/2014 - 01/02/2015
NEW ENGLAND SECURITIES (CHARLOTTE NC)
BC
Issued 12/22/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/22/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/22/2022
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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