Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meredith? Claim Your ProfileMeredith Walton Henry is a financial advisor with Wealth Enhancement Advisory Services, LLC. Meredith has been in the financial services industry since 2007. Meredith is a registered representative with FINRA and is also registered as an investment advisor representative in California. Meredith's areas of expertise include financial planning, pension consulting, educational seminars, and selection of other advisors.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MN
08/17/2022 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
IL
10/15/2020 - 09/06/2022
DWS DISTRIBUTORS, INC. (CHICAGO IL)
NY
04/19/2016 - 10/20/2020
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)
CA
02/26/2015 - 07/24/2015
EMERSON EQUITY LLC (LOS ALTOS CA)
NJ
07/25/2012 - 10/07/2014
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
PA
04/12/2007 - 07/10/2012
HARTFORD LIFE DISTRIBUTORS, LLC (WAYNE PA)
FL
02/08/2007 - 03/16/2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (JACKSONVILLE FL)
BOTH
Issued 11/09/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/13/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2012
Series 7 - General Securities Representative Examination
BC
Issued 02/07/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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