Michael W. Meridith
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Michael William Meridith, CFP® was a registered financial professional .
Michael is a previously registered financial professional and started their career in finance in 2007. Michael had worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2017
Experience
November 13, 2020 - November 22, 2021
PHYSICIAN WEALTH SERVICES, LLC
December 21, 2018 - June 22, 2020
PERK PLANNING
November 17, 2017 - May 25, 2018
CIBC PRIVATE WEALTH ADVISORS, INC.
October 31, 2017 - May 25, 2018
CIBC WORLD MARKETS CORP.
January 30, 2015 - September 1, 2017
GENEVA ADVISORS, LLC
December 11, 2014 - October 31, 2017
GNV ADVISORS, LLC
April 25, 2011 - April 9, 2014
J.P. MORGAN SECURITIES LLC
March 31, 2010 - April 20, 2011
CHASE INVESTMENT SERVICES CORP.
August 31, 2007 - June 2, 2008
GFI SECURITIES LLC
State Registrations and Notice Filings
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Exams
Current Firm
PHYSICIAN WEALTH SERVICES, LLC
CRD#: 282338 / SEC#: 801-118674
Contact information
Red Flags
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