Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meaghan? Claim Your ProfileMeaghan Vescio is a financial advisor at LPL Financial LLC in WALNUT CREEK, CA. Meaghan has over 7 years of experience in the financial services industry. Meaghan holds the Series 6, 7, 26, and 63 licenses. She is also a registered representative in California and New York. Meaghan specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. Prior to joining LPL Financial LLC, Meaghan worked at SAGE, RUTTY & CO., INC. and MANNING & NAPIER INVESTOR SERVICES, INC.
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.
Consulting and other non-discretionary advisory services
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.
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2
CA
08/28/2020 - Present
LPL Financial LLC (WALNUT CREEK CA)
NY
05/05/2016 - 09/02/2020
SAGE, RUTTY & CO., INC. (ROCHESTER NY)
NY
07/29/2013 - 05/11/2016
MANNING & NAPIER INVESTOR SERVICES, INC. (FAIRPORT NY)
BC
Issued 10/16/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2017
Series 7 - General Securities Representative Examination
BC
Issued 07/29/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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