Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meegan? Claim Your ProfileMeegan Elizabeth Engles is a Registered Representative and Investment Advisor Representative with UBS Financial Services Inc. Meegan has been in the financial services industry since 1996. Meegan has passed the Series 63, Series 66, Series 7, and Series 24 exams, as well as the Securities Industry Essentials Examination. Meegan is registered in 53 states and the District of Columbia. Prior to joining UBS Financial Services Inc., Meegan was a Registered Representative with UBS 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.
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
NJ
08/24/2021 - Present
UBS Financial Services Inc. (Morristown NJ)
NY
02/14/2018 - 03/19/2018
UBS SECURITIES LLC (NEW YORK NY)
NY
09/10/2003 - 03/19/2018
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
11/03/2000 - 10/08/2003
UBS SECURITIES LLC (NEW YORK NY)
NJ
05/18/1993 - 11/03/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 08/17/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/2023
Series 24 - General Securities Principal Examination
BC
Issued 03/19/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1993
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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