Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meredith? Claim Your ProfileMeredith Philips is a financial advisor at Hsbc Securities (usa) Inc. Meredith has been in the industry since November 30, 2018. Meredith is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 63, SIE, and Series 79 licenses. Meredith is also registered in 53 states and the District of Columbia. Meredith’s current branch office is located in Chicago, Illinois.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Provide asset alloc recommendations & based upon such recommendations 3rd party adv to manage assets pursuant to client approval
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
11/30/2018 - Present
Hsbc Securities (usa) Inc. (CHICAGO IL)
BC
Issued 12/21/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2018
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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