Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meghan? Claim Your ProfileMeghan Christina Grainer is an Investment Advisor Representative at Geller Advisors LLC in New York, NY. Meghan has been in the industry for 11 years and is licensed in New York. Meghan's prior experience includes positions at Morgan Stanley Smith Barney LLC.
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.
Helps you choose top advisors aligned with your financial goals.
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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NY
09/02/2021 - Present
Geller Advisors LLC (NEW YORK NY)
NY
04/23/2014 - 06/07/2017
MORGAN STANLEY (NEW YORK NY)
NY
05/18/2010 - 07/11/2012
MORGAN STANLEY SMITH BARNEY (GARDEN CITY NY)
IA
Issued 10/15/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2014
Series 3 - National Commodity Futures Examination
BC
Issued 05/17/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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