Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meredith? Claim Your ProfileMeredith Sumter Fiorita is a financial professional with over 20 years of experience in the industry. Meredith is currently registered with ADP Broker-Dealer, Inc. and has held previous positions with UBOC Investment Services, Inc. and Primevest Financial Services, Inc. Meredith holds Series 6, 7, and 63 licenses as well as the SIE exam. Meredith is licensed in 52 states and the District of Columbia.
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.
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2
KY
03/16/2011 - Present
ADP Broker-Dealer, Inc. (LOUISVILLE KY)
NJ
03/01/2004 - 05/15/2008
ADP BROKER-DEALER, INC. (ROSELAND NJ)
CA
10/21/2003 - 02/18/2004
UBOC INVESTMENT SERVICES, INC. (GLENDALE CA)
MN
10/07/2003 - 10/24/2003
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MN
05/22/2002 - 10/03/2003
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
BC
Issued 03/04/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/20/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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