Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Reynoso is a financial advisor registered with Wells Fargo Clearing Services, LLC, a broker-dealer and investment advisor. Megan has been in the financial services industry since February 15, 2007. Megan holds the following licenses: Series 7, Series 9, Series 10, Series 24, Series 66, and Series 99TO. Megan is also registered in many states as a broker-dealer and as an investment advisor. In addition to her current role with Wells Fargo Clearing Services, LLC, Megan previously worked at CITY NATIONAL SECURITIES, INC. and AMERIPRISE FINANCIAL SERVICES, INC.
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
02/11/2022 - Present
Wells Fargo Clearing Services, LLC (BEVERLY HILLS CA)
CA
07/22/2008 - 05/02/2012
CITY NATIONAL SECURITIES, INC. (BEVERLY HILLS CA)
CA
05/08/2006 - 10/12/2007
AMERIPRISE FINANCIAL SERVICES, INC. (LONG BEACH CA)
BOTH
Issued 02/12/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/26/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/15/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/19/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2006
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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