Unclaimed
Theodore Jackson Meredith is a financial advisor with Sammons Financial Network, LLC. Theodore is a licensed securities professional with a Series 6, Series 63 and SIE licenses. Theodore has been in the financial industry since November 17, 2017, and has experience with MM ASCEND LIFE INVESTOR SERVICES, LLC, BRIGHTHOUSE SECURITIES, LLC, THE LEADERS GROUP, INC. and JACKSON NATIONAL LIFE DISTRIBUTORS LLC. Theodore is currently registered with Iowa.
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.
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.
1
2
IA
11/16/2022 - Present
Sammons Financial Network, LLC (WEST DES MOINES IA)
OH
11/19/2021 - 11/14/2022
MM ASCEND LIFE INVESTOR SERVICES, LLC (CINCINNATI OH)
NC
07/13/2021 - 11/17/2021
BRIGHTHOUSE SECURITIES, LLC (CHARLOTTE NC)
KY
01/14/2021 - 06/18/2021
THE LEADERS GROUP, INC. (Louisville KY)
TN
10/23/2017 - 01/14/2021
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
BC
Issued 11/14/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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