Unclaimed
Meredith Jayne Bergan is a financial professional licensed to provide investment advice in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. Meredith Bergan has been in the financial industry for over 7 years and holds Series 3, 7, 63 and SIE licenses. Meredith Jayne Bergan is currently registered with Blackrock Investments, LLC, a financial firm that is registered with the Securities and Exchange Commission (SEC).
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.
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.
1
2
NY
07/07/2023 - Present
Blackrock Investments, LLC (NEW YORK NY)
BC
Issued 07/21/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/22/2023
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2016
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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