Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meghan? Claim Your ProfileMeghan Alexandra Clancy is a financial advisor with LPL Financial LLC, based in HOLLYWOOD, Florida. Meghan has been in the financial industry since 2019, previously working with MORGAN STANLEY. Meghan specializes in providing financial planning, portfolio management, and consulting services to a wide range of clients, including individuals, families, businesses, and retirement plans. Meghan holds the Series 66 and Series 7TO licenses, and the SIE certification. Meghan is committed to helping clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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
FL
09/07/2023 - Present
LPL Financial LLC (HOLLYWOOD FL)
FL
09/13/2019 - 06/13/2022
MORGAN STANLEY (West Palm Beach FL)
BOTH
Issued 10/11/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/02/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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