Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meredith? Claim Your ProfileMeredith Mann is a financial advisor with Cascadia Capital, LLC. Meredith holds Series 79 and Series 63 licenses and is registered with FINRA and the states of California and Texas. Meredith has been in the financial services industry since December 22, 2015. Prior to joining Cascadia Capital, LLC, Meredith worked at Mizuho Securities USA LLC and RBS Securities Inc. Meredith is located in the Austin office of Cascadia Capital, LLC.
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
TX
12/10/2021 - Present
Cascadia Capital, LLC (AUSTIN TX)
WA
11/08/2017 - 09/18/2019
CASCADIA CAPITAL, LLC (SEATTLE WA)
TX
04/21/2015 - 10/18/2017
MIZUHO SECURITIES USA LLC (HOUSTON TX)
CT
09/06/2013 - 04/15/2015
RBS SECURITIES INC. (STAMFORD CT)
BC
Issued 04/23/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2013
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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