Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meredith? Claim Your ProfileMeredith Kitson is a registered Investment Advisor Representative with Edelman Financial Engines. Meredith has been in the financial services industry since 1998. Meredith holds Series 6, 7, 63 and 66 securities licenses. Meredith has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Prior to joining Edelman Financial Engines, Meredith worked at EF Legacy Securities, LLC, John Hancock Funds, LLC, Signator Investors, Inc., and NYLife Distributors 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.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
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2
NJ
10/16/2018 - Present
Edelman Financial Engines (RED BANK NJ)
NJ
01/05/2018 - 10/31/2018
EF LEGACY SECURITIES, LLC (RED BANK NJ)
NJ
11/06/2015 - 06/23/2017
JOHN HANCOCK FUNDS, LLC (Parsippany NJ)
NJ
04/14/2015 - 06/17/2016
SIGNATOR INVESTORS, INC. (PARSIPPANY NJ)
NJ
02/13/2008 - 04/15/2015
NYLIFE DISTRIBUTORS LLC (PARSIPPANY NJ)
NJ
11/01/2006 - 02/06/2008
NYLIFE SECURITIES LLC (PARSIPPANY NJ)
NJ
04/14/2004 - 10/26/2006
NYLIFE DISTRIBUTORS LLC (JERSEY CITY NJ)
NJ
06/21/2000 - 04/08/2004
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NC
12/18/1998 - 04/24/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 12/30/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2004
Series 7 - General Securities Representative Examination
BC
Issued 12/14/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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