Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meredith? Claim Your ProfileMeredith Leigh Schafer has been in the financial services industry since February 18, 2008. Meredith is currently registered with Cetera Advisors LLC, Cetera Financial Specialists LLC, Cetera Advisor Networks LLC and Cetera Investment Services LLC. Meredith holds the following licenses: Series 6, 7, 24, 52, 63, 99TO and SIE. Meredith is also registered in Indiana and Maryland.
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.
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2
CA
02/16/2024 - Present
Cetera Advisors LLC (EL SEGUNDO CA)
MD
03/20/2014 - 01/18/2024
GROVE POINT INVESTMENTS, LLC (Rockville MD)
MD
01/16/2008 - 03/14/2014
CALVERT INVESTMENT DISTRIBUTORS, INC. (BETHESDA MD)
BC
Issued 06/14/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2015
Series 52 - Municipal Securities Representative Examination
BC
Issued 04/25/2013
Series 7 - General Securities Representative Examination
BC
Issued 01/15/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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