Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Meredith is a financial advisor with LPL Financial LLC, providing financial advice and investment services. Robert has been in the financial industry since June 2007 and has a wide range of experience, including working with individuals, corporations, and retirement plans. Robert holds licenses to provide investment advice and sell securities in several states and holds the CFP® designation. In addition to LPL Financial LLC, Robert has previously worked with a number of other financial firms including Capital One Investing, LLC, Waddell & Reed, J.P. Morgan Securities LLC, Chase Investment Services Corp., AXA Advisors, LLC, AIS Financial, Inc., Martinez-Ayme Securities, and Aurora Financial Services, L.L.C.
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.
Consulting and other non-discretionary advisory services
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.
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2
TX
04/27/2018 - Present
LPL Financial LLC (THE WOODLANDS TX)
TX
04/17/2015 - 04/10/2018
CAPITAL ONE INVESTING, LLC (Houston TX)
OK
08/08/2014 - 10/07/2014
WADDELL & REED (EDMOND OK)
OK
10/01/2012 - 06/24/2014
J.P. MORGAN SECURITIES LLC (NORMAN OK)
OK
08/09/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NORMAN OK)
OK
06/24/2010 - 08/13/2010
AXA ADVISORS, LLC (OKLAHOMA CITY OK)
CA
04/17/2009 - 07/08/2010
AIS FINANCIAL, INC. (WESTLAKE VILLAGE CA)
FL
10/03/2008 - 06/30/2009
MARTINEZ-AYME SECURITIES (BOCA RATON FL)
NJ
10/05/2006 - 10/24/2008
AURORA FINANCIAL SERVICES, L.L.C. (RIDGEWOOD NJ)
IA
Issued 08/25/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2007
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/04/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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