Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meredith? Claim Your ProfileMeredith Ferguson is a financial advisor with LPL Financial LLC. Meredith has been in the financial services industry since 1999 and is registered in 7 states. Meredith has experience with both brokerage and investment advisory services and has worked with a variety of clients, including individuals, families, businesses, and retirement plans. Meredith holds the Series 7, 63, 65, and 26 licenses and has been active in the industry for over 20 years.
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.
Consulting and other non-discretionary advisory services
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
IL
10/03/2022 - Present
LPL Financial LLC (CHATHAM IL)
IL
01/08/2019 - 10/05/2022
PRINCIPAL SECURITIES, INC. (Springfield IL)
IL
02/07/2005 - 01/09/2019
MWA FINANCIAL SERVICES INC. (Chatham IL)
MO
07/01/2003 - 01/31/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
08/30/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
12/22/1999 - 07/11/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 05/15/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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