Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meredith? Claim Your ProfileMeredith Rines is a financial advisor who has been working in the industry since 2014. Meredith is currently registered as an investment advisor representative with Cambridge Investment Research Advisors, Inc. Meredith has a Series 6, Series 63, and SIE licenses, and is a Certified Financial Planner. Meredith has experience working with individual clients as well as retirement plans. In addition to being with Cambridge, Meredith has held previous roles with Avantax Investment Services, Inc., Dairel L Denton Jr & Associates CPA and Rines & Co, 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.
Comprehensive financial plans to help you achieve your personal and business 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.
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.
Solicitation fees from 3rd party money managers
1
2
MO
02/10/2022 - Present
Cambridge Investment Research Advisors, Inc. (Poplar Bluff MO)
MO
07/21/2014 - 12/21/2021
AVANTAX INVESTMENT SERVICES, INC. (POPLAR BLUFF MO)
BC
Issued 08/15/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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