Meredith Geldhauser
CEO & Founder at AdvisorBased- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Gold Feature
Click to upgrade to our gold package
for the full feature experience.
Location
Atlanta Metropolitan Area
Topline Score
Topline score feature will be out soon.
Bio
Generated by
Topline AI
You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now
Credentials
-
Series 24
FINRA -
Series 65
FINRA -
Series 65
FINRA -
Series 7
FINRA
Experience
-
AdvisorBased
-
United States
-
Financial Services
-
1 - 100 Employee
-
CEO & Founder
-
Dec 2019 - Present
-
-
-
InnReg
-
United States
-
Business Consulting and Services
-
1 - 100 Employee
-
Compliance Consultant
-
May 2020 - Present
-
-
-
The Impact Partnership
-
United States
-
Financial Services
-
1 - 100 Employee
-
Associate Director of Compliance
-
May 2017 - Apr 2021
-
-
-
Regions Bank
-
United States
-
Banking
-
700 & Above Employee
-
Branch Sales Manager
-
Jul 2015 - May 2017
-
-
-
-
Senior Investment Associate
-
Aug 2008 - Jul 2015
-
-
-
Lincoln Financial Advisors
-
Financial Services
-
1 - 100 Employee
-
Investment Coordinator
-
Apr 2007 - Aug 2008
-
-
Education
-
University of Georgia - Terry College of Business
Bachelor of Business Administration - BBA, Finance
Community
You need to have a working account to view this content.
Click here to join now