Unclaimed
Meredith Taylor is a registered representative with Neuberger Berman BD LLC. Meredith is also registered as an investment advisor representative in Florida and New York. Meredith has been in the financial services industry since 2009. Prior to joining Neuberger Berman, Meredith was with RBC Capital Markets, LLC. Meredith holds the Series 7, Series 63, and Series 65 licenses.
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.
Helps you choose top advisors aligned with your 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.
A percentage of the total value of assets under management is charged.
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2
FL
03/31/2021 - Present
Neuberger Berman BD LLC (TAMPA FL)
FL
12/14/2009 - 10/01/2012
RBC CAPITAL MARKETS, LLC (TAMPA FL)
IA
Issued 12/12/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
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