Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meghan? Claim Your ProfileMeghan Ann Cottrell is an investment advisor representative with Cerity Partners LLC. Meghan is registered with the state of Virginia and has been in the industry since 2017. Meghan holds a Series 65 license, the Uniform Investment Adviser Law Examination. Previously, Meghan worked at Palladium Registered Investment Advisors in Norfolk, VA and Abacus Accounting in Chesapeake, VA. Meghan specializes in providing financial planning, portfolio management, and pension consulting services to clients.
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.
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.
Tax services; bill pay
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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VA
05/03/2024 - Present
Cerity Partners LLC (NORFOLK VA)
IA
Issued 05/27/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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