Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Victoria Forestieri is a registered representative with Fidelity Personal and Workplace Advisors. Megan has been in the industry since August 10, 2017 and is licensed in 53 states. Megan has experience with RBC Capital Markets, LLC and Fidelity Brokerage Services LLC. Megan holds the Series 66, Series 10, Series 9, SIE, and Series 7 licenses. Megan specializes in financial planning and portfolio management for individuals and businesses.
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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2
CA
03/04/2022 - Present
Fidelity Personal AND Workplace Advisors (SUNNYVALE CA)
CA
08/20/2020 - 11/02/2021
RBC CAPITAL MARKETS, LLC (SAN JOSE CA)
CA
08/11/2017 - 08/06/2020
FIDELITY BROKERAGE SERVICES LLC (SUNNYVALE CA)
BOTH
Issued 11/15/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/9/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 5/11/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/11/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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