Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meredith? Claim Your ProfileMeredith Levin Lobue is a financial advisor who has been in the industry since 2004. Meredith is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and holds Series 3, 7, and 66 licenses. Meredith has been a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. since 2008. Before that, Meredith worked at CITIGROUP GLOBAL MARKETS INC. Meredith is licensed to sell securities in Arizona, California, Colorado, Florida, Georgia, Idaho, Kentucky, Minnesota, Montana, Nevada, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Texas, Virgin Islands, Virginia, Washington, and Wisconsin. Meredith specializes in working with individuals, corporations, insurance companies, pension and profit sharing plans, charitable organizations, high net worth individuals, and banking or thrift institutions.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
05/12/2008 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEWPORT BEACH CA)
CA
10/11/2004 - 06/02/2008
CITIGROUP GLOBAL MARKETS INC. (NEWPORT BEACH CA)
BOTH
Issued 12/05/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2008
Series 3 - National Commodity Futures Examination
BC
Issued 10/09/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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