Unclaimed
Sandra Meredith is a registered representative with J.p. Morgan Securities LLC and has been in the industry since July 18, 2024. Sandra is registered in Florida and holds the Series 6TO and SIE licenses. Sandra is located at the Stuart, FL branch of J.p. Morgan Securities LLC, which is located at 5955 SE Federal Hwy, Stuart, FL 34997. The firm specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management services 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
07/18/2024 - Present
J.p. Morgan Securities LLC (STUART FL)
BC
Issued 07/18/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/03/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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