Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meredith? Claim Your ProfileMeredith Mckown is a financial professional with over 20 years of experience in the financial services industry. Meredith is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Meredith's career has spanned multiple firms, including RBC Capital Markets, LLC, Citigroup Global Markets Inc., Oppenheimer & Co. Inc., Wells Fargo Investments, LLC, Wells Fargo Securities Inc., Banc of America Securities LLC, Hambbrecht & Quist LLC, and Tradestar Investments, INC. Meredith is licensed in 53 states and holds a number of professional designations.
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
02/07/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN FRANCISCO CA)
CA
01/13/2009 - 09/01/2011
RBC CAPITAL MARKETS, LLC (OAKLAND CA)
WA
05/03/2007 - 08/31/2007
CITIGROUP GLOBAL MARKETS INC. (SEATTLE WA)
WA
10/10/2003 - 03/27/2007
OPPENHEIMER & CO. INC. (BELLEVUE WA)
CA
05/02/2001 - 06/24/2003
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
10/16/2000 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NY
02/25/1999 - 11/29/2000
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
CA
06/01/1998 - 02/24/1999
HAMBRECHT & QUIST LLC (SAN FRANCISCO CA)
TX
12/23/1997 - 05/06/1998
TRADESTAR INVESTMENTS,INC. (HOUSTON TX)
CA
05/09/1996 - 12/11/1997
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
BC
Issued 7/28/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 9/12/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 9/23/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 1/2/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/28/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/17/1996
Series 7 - General Securities Representative Examination
BC
Issued 5/3/1996
Series 6 - Investment Company Products/Variable Contracts 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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