Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meredith? Claim Your ProfileMeredith Rosen is a registered Investment Advisor Representative with Bedell Frazier Investment Counselling, LLC in Walnut Creek, CA. Meredith has been in the securities industry since 2004. Meredith has a Series 65 license and is registered in California and Texas. Meredith specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
06/16/2022 - Present
Bedell Frazier Investment Counselling, LLC (WALNUT CREEK CA)
IA
Issued 05/02/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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