Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meridith? Claim Your ProfileMeridith Sue Carter is a financial advisor who has been in the industry since 2007. Meridith is currently registered with Ameritas Advisory Services, LLC. Meridith has held previous positions with WADDELL & REED, UMB FINANCIAL SERVICES, INC., and GEORGE K. BAUM & COMPANY. Meridith is a registered representative and investment advisor representative in Kansas.
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.
Solicitor fees
1
2
KS
11/01/2021 - Present
Ameritas Advisory Services, LLC (LAWRENCE KS)
KS
03/27/2014 - 01/27/2020
WADDELL & REED (OVERLAND PARK KS)
MO
08/05/2010 - 03/03/2014
UMB FINANCIAL SERVICES, INC. (KANSAS CITY MO)
MO
08/20/2007 - 08/02/2010
GEORGE K. BAUM & COMPANY (KANSAS CITY MO)
BOTH
Issued 03/05/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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