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Meredith Rae Winslow

Canaccord Genuity LLC

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About Meredith Rae Winslow

Meredith Rae Winslow is a financial professional with Canaccord Genuity LLC, a firm headquartered in Charlotte, North Carolina. Meredith is a registered representative holding Series 63, Series 79TO, and SIE licenses, and is currently registered in New York and North Carolina. Meredith has been in the industry since 2024, and is located at the firm's Charlotte branch office.

Firm Information

Meredith Winslow is currently registered with Canaccord Genuity LLC. Canaccord Genuity LLC is a Limited Liability Company formed in February 2004. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico. Canaccord Genuity LLC is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

103

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Meredith Winslow’s Registration & Firm History

NC

08/06/2024 - Present

Canaccord Genuity LLC (Charlotte NC)

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Licenses & Designations

BC

Issued 07/12/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/05/2024

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 07/08/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Meredith Rae Winslow.
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