Unclaimed
Megan Sordo is a financial advisor with over 13 years of experience in the financial services industry. Megan is registered with Tradestation Securities, Inc. and holds multiple licenses, including Series 7, Series 24, and Series 34. Megan is registered in 52 states.
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.
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.
1
2
FL
10/26/2009 - Present
Tradestation Securities, Inc. (PLANTATION FL)
BC
Issued 01/26/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2013
Series 24 - General Securities Principal Examination
BC
Issued 08/05/2010
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2011
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 07/19/2010
Series 3 - National Commodity Futures Examination
BC
Issued 10/23/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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