Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meredith? Claim Your ProfileMeredith Wood Clark is an investment advisor representative for NerdWallet Advisory. Meredith has been in the financial services industry since 2014 and holds a Series 65 license. She has a current registration in California and New York.
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.
Collaborations for financial plans
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.
Referral fee
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NY
02/28/2024 - Present
Nerdwallet Advisory (New York NY)
IA
Issued 02/28/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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