Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meggan? Claim Your ProfileMeggan Mason Smith is a financial advisor at State Farm VP Management Corp., a firm she has been with since January 2004. Meggan has over 20 years of experience in the financial services industry. Her prior experience includes roles at Quick & Reilly, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Meggan holds the Series 66, 6TO, SIE and Series 7 licenses. Meggan is registered with the state securities regulators in the District of Columbia, Maryland, South Carolina, Virginia, and West Virginia.
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.
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.
1
2
VA
01/28/2004 - Present
State Farm VP Management Corp. (Charlottesville VA)
NY
06/04/2001 - 02/11/2002
QUICK & REILLY, INC. (NEW YORK NY)
NY
05/08/2000 - 05/10/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 07/18/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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