Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Pascarella is a financial professional with over 20 years of experience in the financial services industry. Megan is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. where she has been employed since October 2010. Prior to that, Megan worked for KNIGHT LIBERTAS LLC, Nomura Securities International, Inc. and Prime Capital Services, Inc. Megan has a strong track record of providing financial advice to a diverse clientele. Megan holds several professional licenses and designations including Series 7, Series 24, Series 4 and Series 63 licenses. Megan is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NY
10/07/2010 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
CT
10/21/2009 - 08/25/2010
KNIGHT LIBERTAS LLC (GREENWICH CT)
NY
12/03/2001 - 04/27/2009
NOMURA SECURITIES INTERNATIONAL, INC. (NEW YORK NY)
NY
12/03/1998 - 12/04/2001
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
BC
Issued 09/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2000
Series 4 - Registered Options Principal Examination
BC
Issued 08/30/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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