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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meggan? Claim Your ProfileMeggan Gentile is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Meggan has been in the financial services industry since November 1997. Meggan holds the Series 3, 7 and 66 securities licenses. Meggan has previous experience with UBS Financial Services Inc., Rauscher Pierce Refsnes, Inc., CS First Boston Corporation, and Wells Fargo Advisors, LLC. Meggan is registered with the state of New Mexico to conduct business as both a Broker and an Investment Advisor.
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
NM
05/31/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SANTA FE NM)
NM
09/22/2008 - 04/12/2012
WELLS FARGO ADVISORS, LLC (SANTA FE NM)
NM
05/13/2006 - 09/29/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SANTA FE NM)
NJ
09/09/2005 - 05/25/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
TX
06/24/1992 - 09/07/1996
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
NY
10/05/1990 - 05/21/1992
CS FIRST BOSTON CORPORATION (NEW YORK NY)
NY
08/25/1988 - 09/10/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 11/17/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/07/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2005
Series 7 - General Securities Representative Examination
BC
Issued 09/09/1988
Series 3 - National Commodity Futures 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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