Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meredith? Claim Your ProfileMeredith Wade is a financial advisor with XML Financial Group. Meredith has been in the financial industry since 2004. Prior to joining XML Financial Group, Meredith was a financial advisor at Wells Fargo Advisors Financial Network, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, SunTrust Investment Services, Inc., Morgan Stanley, and Wells Fargo Advisors, LLC. Meredith is registered with the state of Maryland as an Investment Advisor Representative. Meredith is a Series 66, Series 31, Series 7 and SIE licensed financial advisor.
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.
A percentage of the total value of assets under management is charged.
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MD
09/01/2021 - Present
XML Financial Group (Bethesda MD)
MD
11/20/2019 - 08/31/2021
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (BETHESDA MD)
MD
06/12/2018 - 11/18/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MITCHELLVILLE MD)
MD
12/21/2015 - 04/30/2018
SUNTRUST INVESTMENT SERVICES, INC. (HYATTSVILLE MD)
DC
08/09/2013 - 11/23/2015
MORGAN STANLEY (WASHINGTON DC)
VA
03/24/2005 - 07/16/2013
WELLS FARGO ADVISORS, LLC (MCLEAN VA)
NY
10/10/2003 - 12/31/2004
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 12/02/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 10/09/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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