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Raymond James

Meridian Equity Partners, Inc.

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About Raymond James

Raymond James is a registered representative with Meridian Equity Partners, Inc. Raymond holds the Series 99 and SIE licenses. Raymond has been in the industry since September 27, 2018.

Firm Information

Raymond James is currently registered with Meridian Equity Partners, Inc.. Meridian Equity Partners, Inc. is a Corporation formed on November 26, 2004. The firm has been approved to operate in 9 states and has 1 approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

20

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Raymond James’s Registration & Firm History

NY

09/28/2018 - Present

Meridian Equity Partners, Inc. (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/28/2018

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Raymond James.
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