Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maegan? Claim Your ProfileMaegan Citron is a financial advisor at Fidelity Personal And Workplace Advisors. Maegan has been in the financial services industry since 2019. She holds Series 7TO, Series 63, and Series 65 licenses and her credentials include the SIE Exam. Maegan has worked at various firms over the years, including E*TRADE Securities LLC and Vanguard Marketing Corporation. She has also served as a self-employed financial advisor.
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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NC
02/09/2023 - Present
Fidelity Personal AND Workplace Advisors (CHARLOTTE NC)
NC
08/07/2020 - 11/18/2022
E*TRADE SECURITIES LLC (CHARLOTTE NC)
NC
08/26/2019 - 08/12/2020
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
IA
Issued 09/10/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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