Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meghan? Claim Your ProfileMeghan Rowntree is an Investment Advisor Representative at Ameriprise Financial Services, LLC, where she has been working since September 2018. Meghan began her career in the financial industry in January 2007 and has been working in this field for over 16 years. Meghan has passed a total of 5 securities exams and holds licenses in Texas. Meghan focuses on providing asset allocation services, financial planning, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Meghan has previously been registered with Investment Professionals, Inc. and Waddell & Reed, Inc.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
TX
09/11/2018 - Present
Ameriprise Financial Services, LLC (San Antonio TX)
TX
06/16/2009 - 09/11/2018
INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)
TX
05/03/2007 - 06/17/2009
WADDELL & REED, INC. (SAN ANTONIO TX)
TX
01/02/2007 - 04/13/2007
AMERIPRISE FINANCIAL SERVICES, INC. (SAN ANTONIO TX)
BOTH
Issued 05/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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