Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meghan? Claim Your ProfileMeghan Brady Rossi is a financial professional with over 10 years of experience in the industry. Meghan holds the Series 99 and SIE licenses and is currently registered with Sanford C. Bernstein & CO., LLC, a firm with approximately $1 billion - $10 billion in regulatory assets under management. Meghan is a specialist in portfolio management for pooled investment vehicles and has experience working with insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, and state or municipal government entities.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d, miscellaneous
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2
NY
10/16/2012 - Present
Sanford C. Bernstein & CO., LLC (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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