Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meagan? Claim Your ProfileMeagan Calvert is a financial advisor at UBS Financial Services Inc. Meagan has been in the financial services industry since 2018. Meagan has experience working with clients in a variety of industries, including insurance companies, charitable organizations, high-net-worth individuals, corporations, and individuals other than high-net-worth. Meagan is registered with the Financial Industry Regulatory Authority (FINRA) and is a Registered Investment Advisor (RIA) in the state of Florida. Meagan has a strong understanding of the financial markets and is committed to providing her clients with personalized financial advice.
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.
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.
See schedule d - miscellaneous
1
2
FL
10/24/2023 - Present
UBS Financial Services Inc. (St. Petersburg FL)
NY
09/08/2023 - 09/29/2023
CADARET, GRANT & CO., INC. (SYRACUSE NY)
CA
09/08/2023 - 09/29/2023
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
TX
09/08/2023 - 09/29/2023
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
CA
09/08/2023 - 09/29/2023
SCF SECURITIES, INC. (SAN DIEGO CA)
CA
09/08/2023 - 09/29/2023
SORRENTO PACIFIC FINANCIAL, LLC (SAN DIEGO CA)
CA
09/08/2023 - 09/29/2023
WESTERN INTERNATIONAL SECURITIES, INC. (PASADENA CA)
IL
09/07/2022 - 08/25/2023
CETERA FINANCIAL SPECIALISTS LLC (SCHAUMBURG IL)
FL
09/13/2018 - 08/22/2022
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BOTH
Issued 05/12/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2018
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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