Unclaimed
Robyn Meredith is a financial advisor with BNY Mellon Securities Corp. Robyn has been in the industry since 2019. Robyn has a Series 7, SIE, and Series 63 license. Robyn is registered with the state of Connecticut, Florida, New Jersey, New York, and South Carolina. Robyn has experience with J.P. MORGAN SECURITIES LLC. Robyn's main focus is on Portfolio Management for Businesses and Individuals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
A percentage of the total value of assets under management is charged.
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NY
04/28/2021 - Present
BNY Mellon Securities Corp. (NEW YORK NY)
NY
11/30/2017 - 05/13/2019
J.P. MORGAN SECURITIES LLC (New York NY)
BC
Issued 12/19/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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