Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meagan? Claim Your ProfileMeagan O'Shaughnessy is a financial advisor at Corient, a firm with over 470 investment advisor representatives. Meagan has been a registered representative in the industry since May 2014. Meagan has Series 7, Series 63, and Series 66 licenses and the Securities Industry Essentials Examination (SIE). Meagan also has experience at J.P. MORGAN SECURITIES LLC. Prior to her role at Corient, Meagan was a financial advisor at J.P. MORGAN SECURITIES LLC.
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.
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.
% of assets under advisement
1
2
TX
05/03/2024 - Present
Corient (Houston TX)
TX
09/23/2019 - 03/22/2024
J.P. MORGAN SECURITIES LLC (Houston TX)
NY
05/09/2014 - 06/30/2017
MORGAN STANLEY (NEW YORK NY)
BC
Issued 09/27/2019
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 05/29/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/30/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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