Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maeghan? Claim Your ProfileMaeghan Joi Holmes is a registered representative of Morgan Stanley. Maeghan has been in the securities industry since April 5, 2012. Maeghan has passed the Series 66, Series 65, Series 10, Series 9, Series 7, and SIE exams. Maeghan also has several years of experience with other firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, J.P. Morgan Securities LLC, JPMorgan Chase Bank NA, and Bank of America, N.A. Maeghan currently has registrations in 53 states and 2 districts.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MI
05/14/2019 - Present
Morgan Stanley (Troy MI)
MI
05/11/2016 - 11/08/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FARMINGTON HILLS MI)
MI
03/08/2013 - 05/19/2016
J.P. MORGAN SECURITIES LLC (BLOOMFIELD HILLS MI)
CA
01/05/2012 - 01/07/2013
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
IA
Issued 05/27/2016
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/30/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/15/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/19/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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