Unclaimed
Meredith Holton is an Investment Advisor Representative at Apollon Wealth Management, LLC. Meredith has been in the industry since 2009. Meredith has a Series 65 license and is registered with the state of Georgia. Meredith also holds a life, health, and variable insurance license. Meredith is a member of the National Association of Insurance and Financial Advisors (NAIFA). Meredith specializes in financial planning, portfolio management, and retirement planning. Meredith works with a variety of clients, including individuals, families, businesses, and retirement plans.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
SC
02/01/2021 - Present
Apollon Wealth Management, LLC (MOUNT PLEASANT SC)
IA
Issued 11/05/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Meredith Holton is the right advisor for you? Invested Better is here to help.