Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Rodriguez is a financial advisor who has been working in the financial services industry since 2009. Megan is currently registered with Wells Fargo Clearing Services, LLC as a registered representative and investment advisor representative. Megan is licensed in California, Texas and other states. Prior to joining Wells Fargo Clearing Services, LLC, Megan worked for Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Megan has experience providing financial planning, portfolio management, and investment consulting services to a variety of clients, including individuals, families, businesses, and institutions.
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.
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.
Investment consulting services to institutional clients
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.
1
2
CA
06/19/2013 - Present
Wells Fargo Clearing Services, LLC (SEAL BEACH CA)
CA
06/01/2009 - 01/11/2010
MORGAN STANLEY SMITH BARNEY (LONG BEACH CA)
CA
04/15/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LONG BEACH CA)
BOTH
Issued 05/05/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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