Unclaimed
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.
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.
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.
1
2
NC
08/06/2024 - Present
Canaccord Genuity LLC (Charlotte NC)
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
Active
Inactive
F
FINRA
Not sure Meredith Winslow is the right advisor for you? Invested Better is here to help.