Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meredith? Claim Your ProfileMeredith Parrish is a financial advisor with over 20 years of experience in the financial services industry. Meredith is currently registered with Morgan Stanley and has held previous positions with Citigroup Global Markets Inc., Calamos Financial Services LLC, and Strong Investments, Inc. Meredith holds the Series 7, Series 31, and Series 63 licenses, as well as the SIE and Series 65 exams. Meredith specializes in providing financial planning, portfolio management, and investment advisory services to high-net-worth individuals, corporations, and other businesses.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
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.
See schedule d miscellaneous
1
2
IL
02/11/2014 - Present
Morgan Stanley (Chicago IL)
IA
02/25/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WEST DES MOINES IA)
IL
04/13/2004 - 03/02/2005
CALAMOS FINANCIAL SERVICES LLC (NAPERVILLE IL)
WI
11/05/2002 - 03/29/2004
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
IA
Issued 03/15/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 11/04/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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