Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Grehan is a financial advisor at Fidelity Personal And Workplace Advisors. Megan is registered with FINRA and the states of California, Connecticut, District of Columbia, Florida, Georgia, Massachusetts, Nevada, New Hampshire, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Vermont and Virginia. Megan has been in the industry since October 4, 2016. Megan has a Series 65, Series 66, Series 7 and SIE licenses. Megan provides financial planning, educational seminars and selection of other advisers services to individuals, high net worth individuals, corporations or other businesses, pension and profit-sharing plans and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
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NY
11/03/2020 - Present
Fidelity Personal AND Workplace Advisors (NEW YORK NY)
NJ
09/29/2016 - 06/02/2020
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IA
Issued 01/26/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/20/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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