Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meredith? Claim Your ProfileMeredith Hazen is a financial advisor with over 20 years of experience in the financial services industry. Meredith is registered with Cambridge Investment Research Advisors, Inc. and holds Series 6, 7, 63, 65, 79 and SIE licenses. Meredith has a strong track record of providing financial advice to individuals, families, and businesses. Meredith specializes in a wide range of financial planning services, including retirement planning, investment management, college savings, and estate planning. Meredith is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
Solicitation fees from 3rd party money managers
1
2
VA
03/03/2014 - Present
Cambridge Investment Research Advisors, Inc. (RESTON VA)
VA
12/07/2009 - 03/26/2014
FULCRUM SECURITIES, LLC (RESTON VA)
VA
09/14/2005 - 12/14/2009
WELLS FARGO ADVISORS, LLC (ALEXANDRIA VA)
TX
01/23/2002 - 04/20/2005
FIRST COMMAND FINANCIAL PLANNING, INC. (FORT WORTH TX)
IA
Issued 08/09/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2010
Series 7 - General Securities Representative Examination
BC
Issued 01/21/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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