Unclaimed
Meredith Stabile Contente is an investment professional with over 20 years of experience in the financial industry. Meredith has a strong track record of success in providing financial advice to a variety of clients, including individuals, families, and institutions. Meredith currently is a registered representative with Oppenheimer & Co. Inc. based in New York, NY. Previously, Meredith has worked at a number of other firms including Santander US Capital Markets LLC, Janney Montgomery Scott LLC, Gleacher & Company Securities, Inc., HSBC Securities (USA) Inc., UBS Securities LLC, and Deutsche Bank Securities Inc. Meredith is licensed to sell securities in all states. Meredith specializes in providing financial planning, investment management, and retirement planning services. Meredith's clients have benefitted from her knowledge and experience.
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.
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.
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.
1
2
NY
05/06/2024 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NJ
04/05/2016 - 05/01/2024
SANTANDER US CAPITAL MARKETS LLC (RED BANK NJ)
NY
07/19/2012 - 04/07/2016
JANNEY MONTGOMERY SCOTT LLC (NEW YORK NY)
NY
06/11/2008 - 08/14/2012
GLEACHER & COMPANY SECURITIES, INC. (NEW YORK NY)
NY
06/01/2005 - 01/17/2008
HSBC SECURITIES (USA) INC. (NEW YORK CITY NY)
NY
05/14/2002 - 04/01/2005
UBS SECURITIES LLC (NEW YORK NY)
NY
05/04/2000 - 04/16/2002
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
BC
Issued 07/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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