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MN

Meredith R. Nall

ETORO USA SECURITIES
Hoboken, NJ 07030
Some features on this profile are disabled
CRD#: 7150450
MN

Professional summary

Meredith Renee Nall, who also goes by Meredith Renee Gramer, is a registered financial professional currently at ETORO USA SECURITIES INC. located in Hoboken, New Jersey.

Meredith is registered as a RR (Registered Representative) and started their career in finance in 2021. Meredith has worked at 4 firms and has passed the Series 7TO, SIE, Series 4 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Meredith Renee Gramer

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Meredith Renee Nall's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

September 6, 2023 - Present

ETORO USA SECURITIES INC.

Office #1: 221 River Street 9th Floor, Hoboken, NJ 07030
BD
CRD#: 298361
Hoboken, NJ
Past

May 27, 2022 - September 15, 2023

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

BD
CRD#: 1254
WASHINGTON, DC
Past

December 10, 2021 - May 27, 2022

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
WASHINGTON, DC
Past

June 11, 2021 - December 10, 2021

E*TRADE SECURITIES LLC

BD
CRD#: 29106
ARLINGTON, VA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(8/22/2024)

Exams

General Industry/Product Exam
RR
Series 7TO
Date: 6/11/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/11/2021
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 4
Date: 5/6/2024
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/11/2021
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

EU
ETORO USA SECURITIES INC.
ETORO USA SECURITIES INC.

CRD#: 298361 / SEC#: , 8-70212

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information

Main Address
221 River Street 9th Floor, Hoboken, NJ 07030
Mailing Address
221 River Street 9th Floor, Hoboken, NJ 07030
Phone number
+1 (201) 479-0267
Established
Delaware since 07/20/2018
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
ETORO US TRADING LLCSHAREHOLDER
BEN-SIMON, TAL DAVIDDIRECTOR7994172
DIMAGGIO, CHARLIE FFINOP6023789
MCCORMICK, ANDREW MICHAELCEO/HEAD OF US/ PRESIDENT/ DIRECTOR6706923
MURPHY, NICOLE SUZANNECCO/DIRECTOR5461537
SREDNI, SALOMONDIRECTOR4439138
TENNEKOON, ALAINUS HEAD OF OPERATIONS AND SERVICE5296665

Disclosures

Regulatory Event1

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ETORO USA SECURITIES INC.

CRD#: 298361Hoboken, NJ 07030

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