Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Von feldt is a financial advisor with over 17 years of experience in the industry. Megan has a Series 3, 7, 10, 24, 63, and 66 licenses and is currently registered with UBS Asset Management (americas) LLC, with a branch office in NEW YORK, NY. Megan previously worked at Credit Suisse Securities (USA) LLC in SAN FRANCISCO, CA. Megan has a wide range of experience and expertise in financial planning, portfolio management, and other financial services. Megan serves a variety of clients, including high-net-worth individuals, corporations, and institutions.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
08/30/2024 - Present
UBS Asset Management (americas) LLC (NEW YORK NY)
CA
10/26/2006 - 05/01/2024
CREDIT SUISSE SECURITIES (USA) LLC (SAN FRANCISCO CA)
BOTH
Issued 09/13/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/01/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/14/2014
Series 24 - General Securities Principal Examination
BC
Issued 04/23/2019
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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