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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meagan? Claim Your ProfileMeagan M. Greenberg is a financial advisor with over 16 years of experience in the industry. Meagan is currently registered with Raymond James & Associates, Inc. and Raymond James Financial Services Advisors, Inc. in St. Petersburg, Florida. Meagan is a Series 6, 7, 10, 9, 14, 24, 52TO, 53, 63 and 65 licensed professional. Meagan has a proven track record of providing personalized financial advice and investment management services to individuals, families, businesses, and institutions. Meagan is committed to helping clients achieve their financial goals.
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.
Please see note in schedule d - miscellaneous
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
FL
08/19/2015 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
06/11/2007 - 08/15/2014
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
IA
Issued 08/14/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/16/2016
Series 14 - Compliance Officer Examination
BC
Issued 06/18/2013
Series 4 - Registered Options Principal Examination
BC
Issued 02/08/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/11/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/08/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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