Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meaghan? Claim Your ProfileMeaghan K. Spiegel is a financial professional with over 14 years of experience in the industry. Meaghan is currently registered with Allspring Funds Management, LLC. Previously, Meaghan was registered with Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC. Meaghan holds the Series 7, 9, 10, 24, and 66 licenses. Meaghan is also a Certified Financial Planner. Meaghan specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
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.
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.
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.
1
2
CO
09/19/2023 - Present
Allspring Funds Management, LLC (Erie CO)
MO
10/03/2013 - 06/22/2021
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
MO
04/14/2009 - 06/22/2021
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
BOTH
Issued 01/14/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/14/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/02/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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