Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meredith? Claim Your ProfileMeredith Lee Strosser is an experienced financial professional who has been serving clients for over a decade. Meredith is registered with the state of South Carolina and holds the Series 7, 66, and 24 licenses. Meredith is currently employed at Core Advisory Group. Meredith is a dedicated advisor who is committed to helping her clients achieve their financial goals.
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.
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
03/23/2020 - Present
Core Advisory Group (ROCK HILL SC)
PA
04/19/2011 - 10/19/2011
PNC INVESTMENTS (PITTSBURGH PA)
BOTH
Issued 09/19/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/05/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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