Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meredith? Claim Your ProfileMeredith Jensen is a registered representative with HSBC Securities (USA) Inc. in Mill Valley, CA. Meredith has been in the securities industry since 2007. Previously, Meredith worked at Morgan Stanley, OTR Global Trading LLC, UBS Securities LLC, J.P. Morgan Securities Inc., Credit Suisse First Boston Corporation and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Provide asset alloc recommendations & based upon such recommendations 3rd party adv to manage assets pursuant to client approval
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
01/01/2025 - Present
Hsbc Securities (usa) Inc. (Mill Valley CA)
CA
06/11/2018 - 11/01/2021
MORGAN STANLEY (SAN RAFAEL CA)
CA
07/13/2017 - 04/25/2018
OTR GLOBAL TRADING LLC (Larkspur CA)
CA
10/20/2009 - 02/12/2016
UBS SECURITIES LLC (SAN FRANCISCO CA)
NY
05/01/2001 - 10/23/2002
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
09/11/1998 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
08/27/1997 - 09/01/1998
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
NY
03/07/1997 - 08/20/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 07/17/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/07/2023
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 03/27/2023
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 11/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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