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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shalimar? Claim Your ProfileShalimar Michelle sovick Meredith is a financial advisor with Ameriprise Financial Services, LLC and has been in the industry since April 1, 2013. Shalimar is registered with both Broker-Dealer and Investment Advisor, and has a broad range of licenses and registrations, including Series 6, 7, 63, 65 and 66. Shalimar Meredith is a registered representative in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin and Wyoming. Shalimar is also registered as an investment advisor in North Carolina and Texas.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
NC
08/23/2024 - Present
Ameriprise Financial Services, LLC (Charlotte NC)
CA
12/10/2013 - 08/03/2023
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
12/07/2011 - 07/30/2013
SAGEPOINT FINANCIAL, INC. (CARLSBAD CA)
BOTH
Issued 08/13/2024
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/05/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2015
Series 7 - General Securities Representative Examination
BC
Issued 12/05/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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