Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meredith? Claim Your ProfileMeredith Kroger is a financial advisor with Edward Jones, a firm with a long history of providing personalized financial services to individuals and families. Meredith has over 18 years of experience in the financial services industry and has a deep understanding of the needs of her clients. She has worked with a variety of clients, including individuals, families, small businesses, and retirement plan participants. Meredith is dedicated to helping her clients achieve their financial goals, whether it is saving for retirement, planning for college, or protecting their assets. She is committed to providing her clients with the highest level of service and support.
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.
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.
See schedule d - miscellaneous
1
2
IN
01/04/2019 - Present
Edward Jones (GREENWOOD IN)
AL
09/27/2005 - 09/12/2017
PROEQUITIES, INC. (BIRMINGHAM AL)
NY
06/30/2004 - 01/11/2005
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 11/14/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2017
Series 7 - General Securities Representative Examination
BC
Issued 06/29/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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