Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Priscilla? Claim Your ProfilePriscilla Meadow is an active investment advisor representative in the state of Illinois. She has been active in the industry since February 4, 2015. Priscilla Meadow is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc., where she has been employed since May 2024. Her previous employers include UBS Financial Services Inc., Jefferies LLC, First Republic Securities Company, LLC, and Wells Fargo Clearing Services, LLC.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
IL
07/05/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHICAGO IL)
IL
01/10/2022 - 02/04/2022
UBS FINANCIAL SERVICES INC. (CHICAGO IL)
IL
11/02/2020 - 03/29/2021
JEFFERIES LLC (CHICAGO IL)
IL
10/04/2019 - 11/02/2020
FIRST REPUBLIC SECURITIES COMPANY, LLC (Chicago IL)
IL
06/22/2017 - 10/07/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
IL
06/30/2016 - 02/22/2017
WELLS FARGO CLEARING SERVICES, LLC (CHICAGO IL)
IL
01/08/2013 - 11/25/2014
MORGAN STANLEY (CHICAGO IL)
IL
08/01/2011 - 11/22/2011
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
04/15/2010 - 10/25/2010
FINTEGRA, LLC (CHICAGO IL)
IL
05/03/2005 - 01/19/2007
CREDIT SUISSE SECURITIES (USA) LLC (CHICAGO IL)
NY
10/28/2004 - 04/11/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 08/13/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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