MeredithFreeman- Financial Advisor Wesley Chapel, FL

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About Meredith Freeman

I graduated from Hampden-Sydney College with a Bachelor of Arts in Economics in 1999. Driven by a lifelong ambition to work on Wall Street, I moved to New York City in December 2000 and began my career on a trading desk at Bear Stearns. Over the next decade, I honed my skills in trading equity and fixed income securities, gaining invaluable experience in the fast-paced world of finance.

In 2012, I relocated to Tampa, Florida, where I transitioned into a role as a financial advisor with 21st Century Financial. My passion for providing personalized financial guidance led me to become an independent advisor and eventually establish my own company. This move allowed me to broaden my reach and better serve the best interests of my clients.

With a deep commitment to helping individuals and families achieve their financial goals, I bring a wealth of knowledge and expertise to every client relationship. My extensive background in trading and financial advising, combined with my dedication to client success, makes me a trusted partner in navigating the complexities of financial planning.

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General Information

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CRD#

4418577

Firm CRD#

298137

States Licensed in

Years of Experience in Financial Services

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Money Management

Compliance

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 24, Series 7, Series 6, Series 55, Series 66, Series 63

Insurance and Annuity Licenses

Variable Life, Life, Variable Annuity, Annuity

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$500K+

Compensation Methods

Commissions, Based on Assets

Education

Bachelor of Arts - Economics

Hampden-Sydney College
08/21/1995 -05/01/1999

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892830/paladinregistry-Accurate-Advisory-Group-detailed-disclosure.html

Disclaimer

Securities Offered through AAG Capital, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Accurate Wealth Management, LLC an SEC registered investment adviser. Registration does not imply any level of skill or training. Insurance products and services are offered through Accurate Advisory Group and sold through individually licensed and appointed agents in all appropriate jurisdictions.

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Meredith Freeman

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