Unclaimed
Meredith Pugh is a financial advisor with Pimco Investments LLC. Meredith has been in the industry since 2019 and holds Series 63, Series 7TO, and SIE licenses. Meredith is currently registered with the state of Texas, California, and New York.
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
TX
09/03/2019 - Present
Pimco Investments LLC (Austin TX)
BC
Issued 12/23/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/31/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Meredith Pugh is the right advisor for you? Invested Better is here to help.