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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Forestieri is a financial advisor at Fidelity Personal and Workplace Advisors. Megan is registered with the Securities and Exchange Commission and has been in the industry since August 10, 2017. Megan is also registered with the state of California as an investment advisor representative. Megan is a licensed Series 66, Series 10, Series 9, Series 7, and SIE, and has a total of 53 state registrations and 2 investment advisor registrations. Megan has experience in the financial services industry, having previously worked at RBC Capital Markets, LLC and Fidelity Brokerage Services LLC. Megan's specializations include financial planning, portfolio management for businesses and individuals, and educational seminars.
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.
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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2
CA
03/04/2022 - Present
Fidelity Personal AND Workplace Advisors (SUNNYVALE CA)
CA
08/20/2020 - 11/02/2021
RBC CAPITAL MARKETS, LLC (SAN JOSE CA)
CA
08/11/2017 - 08/06/2020
FIDELITY BROKERAGE SERVICES LLC (SUNNYVALE CA)
BOTH
Issued 11/15/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/11/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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