Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ellen? Claim Your ProfileEllen Meagher is a financial professional with over 23 years of experience in the industry. Ellen is currently registered with LPL Financial LLC and has a branch office located in Brighton, New York. Ellen has been a registered representative since 1999 and holds the Series 6, Series 63, and SIE licenses. Ellen specializes in providing financial planning and investment advice to individuals and businesses. In the past, Ellen has also been affiliated with Key Investment Services LLC and HSBC Securities (USA) Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
11/28/2023 - Present
LPL Financial LLC (BRIGHTON NY)
NY
07/11/2012 - 12/06/2023
KEY INVESTMENT SERVICES LLC (Rochester NY)
NY
01/01/2005 - 07/11/2012
HSBC SECURITIES (USA) INC. (ROCHESTER NY)
NY
07/28/1999 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
BC
Issued 11/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Ellen Meagher is the right advisor for you? Invested Better is here to help.
