Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan D'amelio is a financial advisor who has been working in the industry since 2006. Megan has worked for several firms in the Boston and Weehawken, NJ area including Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and Oppenheimer & Co. Inc. Currently, Megan is a registered representative with UBS Financial Services Inc. in Weehawken, NJ and Swampscott, MA. Megan is a Series 7, 9, 10, 31, 63, and 66 licensed representative.
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
MA
11/08/2021 - Present
UBS Financial Services Inc. (Swampscott MA)
MA
06/01/2009 - 05/21/2012
MORGAN STANLEY SMITH BARNEY (BOSTON MA)
MA
01/09/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
MA
09/19/2006 - 01/03/2008
OPPENHEIMER & CO. INC. (BOSTON MA)
BOTH
Issued 11/05/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/06/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 09/18/2006
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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