Claudia MeidellCRD Number: 3053635
Current Firm: Transamerica Financial Advisors, Inc.
Claudia Meidell (CRD# 3053635) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in South Jordan, UT and has over 19 years of experience in the finance industry.
Uma Financial Services Inc.
|Transamerica Financial Advisors, Inc.||So. Jordan, UT||Jan 2012 - Current||5|
|Wfg||So. Jordan, UT||Jan 2006 - Current||11|
|Washburn Tax & Financial Services, Inc.||Murray, UT||Jan 1997 - Current||20|
|Investment Advisors Intl, Inc.||So Jordan, UT||Oct 2010 - Jan 2012||1|
|Wgs||So. Jordan, UT||Apr 2006 - Jan 2012||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1998|
|S65||NASAA Investment Advisors Law Examination||Sep 2010|
Total Assets Under Management4,493MILLIONS
Total Number of Accounts33,842ACCOUNTS
Average Account Value$132,767
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV