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 registered investment advisor representative, having been in the industry since 2011. Megan holds the Series 6, Series 63, and Series 65 licenses, along with the SIE. Megan is currently employed by Cetera Investment Advisers LLC and has been with the firm since June 2019. Megan has experience with Foresters Financial Services, Inc. and Foresters Advisory Services. Megan serves clients in Alabama, Arizona, Connecticut, Florida, Iowa, Louisiana, Maine, Massachusetts, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, and Vermont.
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.
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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NY
08/30/2019 - Present
Cetera Investment Advisers LLC (LATHAM NY)
NY
04/05/2011 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (LATHAM NY)
IA
Issued 1/6/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/8/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/4/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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