Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Degrass is a financial professional with over 25 years of experience in the industry. Currently, Megan Degrass is registered with Hilltop Securities Inc. in Boston, MA. Megan Degrass also has experience with other firms including Goldman Sachs & Co. LLC, WELLS FARGO SECURITIES, LLC, RAYMOND JAMES & ASSOCIATES, INC., UBS SECURITIES LLC and UBS FINANCIAL 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
12b-1 fees
1
2
MA
04/25/2023 - Present
Hilltop Securities Inc. (BOSTON MA)
MA
09/06/2019 - 04/05/2023
GOLDMAN SACHS & CO. LLC (BOSTON MA)
MA
06/01/2016 - 05/17/2019
WELLS FARGO SECURITIES, LLC (BOSTON MA)
MA
07/16/2008 - 05/25/2016
RAYMOND JAMES & ASSOCIATES, INC. (BOSTON MA)
MA
01/16/2006 - 06/18/2008
UBS SECURITIES LLC (BOSTON MA)
NJ
05/17/2004 - 01/16/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
CT
09/26/1996 - 05/13/2004
ADVEST, INC. (HARTFORD CT)
BC
Issued 01/16/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2024
Series 54 - Municipal Advisor Principal Qualification Examination
BC
Issued 10/15/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/17/2006
Series 24 - General Securities Principal Examination
BC
Issued 04/25/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2020
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2003
Series 7 - General Securities Representative Examination
BC
Issued 08/21/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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