Patricia Meidell is a CFP-designated registered investment advisor, based in Reno, NV, with 53 years of industry experience.
Location
570 Hammill Lane, Reno, NV, 89511
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Regulatory History (11)
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Customer Dispute
September 2007Award / Judgment
Customer Dispute
April 2007Settled
Customer Dispute
March 2007Settled
Customer Dispute
February 2007Settled
Customer Dispute
February 2007Award / Judgment
Customer Dispute
December 2005Settled
Customer Dispute
April 2005Settled
Customer Dispute
July 2004Settled
Customer Dispute
February 2004Award / Judgment
Customer Dispute
June 2003Award / Judgment
Customer Dispute
March 2001Settled
Other Business Activities
Patricia is the Chairman of the Board for American Wealth Management, dedicating full-time hours to this role. She also serves as Owner/Secretary/Treasurer for Quail Village II, a non-profit maintenance association, requiring minimal time. Patricia also serves on the Board of Directors for Artown, dedicating minimal time to encourage local artists.
Employment History
Current Registrations
M. S. Howells & CO.Broker
August 2016 - Present · 9 yrs 9 mos
American Wealth Management
September 2008 - Present · 17 yrs 8 mos
Previous Registrations
Foothill Securities, INC.Broker
March 2011 - August 2016 · 5 yrs 5 mos
LPL Financial LLCBroker
September 2009 - March 2011 · 1 yr 6 mos
LPL Financial LLC
September 2009 - March 2011 · 1 yr 6 mos
Associated Securities CORP.
August 2004 - September 2009 · 5 yrs 1 mo
American Retirement Planners
May 2004 - July 2004 · 2 mos
American Retirement Planners
February 1998 - December 2002 · 4 yrs 10 mos
Associated Planners Investment Advisory INC
July 1996 - October 2009 · 13 yrs 3 mos
Associated Planners Securities Corporation of Nevada, INC.Broker
August 1992 - June 2002 · 9 yrs 10 mos
Associated Securities CORP.Broker
February 1988 - September 2009 · 21 yrs 7 mos
Titan Capital CorporationBroker
July 1982 - March 1988 · 5 yrs 8 mos
Tmi Equities, INC.Broker
January 1973 - July 1982 · 9 yrs 6 mos
State Registrations9 states
AZCAMDNMNVPATXVAWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.