Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meghan? Claim Your ProfileMeghan Kumpf is a financial advisor with Fidelity Personal and Workplace Advisors. Meghan has been in the financial services industry since 2011. She has experience working with individual clients as well as corporate retirement plans. Meghan has a Series 7, 63 and 65 licenses. Meghan is also a licensed insurance professional. In addition to her professional activities, Meghan coaches gymnastics.
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.
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.
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.
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2
MN
01/13/2022 - Present
Fidelity Personal AND Workplace Advisors (MINNETONKA MN)
MN
01/25/2016 - 04/03/2020
THRIVENT INVESTMENT MANAGEMENT INC. (MINNETONKA MN)
MN
12/13/2011 - 06/25/2013
LPL FINANCIAL LLC (PLYMOUTH MN)
MN
11/25/2009 - 01/22/2010
METLIFE SECURITIES INC. (BLOOMINGTON MN)
IA
Issued 07/27/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2016
Series 7 - General Securities Representative Examination
BC
Issued 11/23/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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