Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meredith? Claim Your ProfileMeredith Katherine Wilson is a financial advisor with Thrivent Investment Management Inc. located in Lexington, South Carolina. Meredith Wilson has been a registered financial advisor since 2024 and is licensed to provide financial advice in South Carolina. Meredith Wilson's firm provides financial advice to high-net-worth individuals, churches, and corporations. The firm offers a range of services including financial planning, portfolio management, and pension consulting.
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.
Personalized portfolio management to meet individual financial objectives.
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.
1
2
SC
09/03/2024 - Present
Thrivent Investment Management Inc. (LEXINGTON SC)
BOTH
Issued 08/31/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/17/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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