Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meghan? Claim Your ProfileMeghan O'Shaughnessy is an active investment advisor representative registered in the states of Connecticut and Texas. Meghan has been working in the financial services industry since 2010 and has experience working with Morgan Stanley and UBS Financial Services Inc. Meghan currently is employed at Morgan Stanley, where she provides financial planning, portfolio management, and other advisory services to a wide range of clients, including high-net-worth individuals, corporations, and institutions.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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
1
2
MA
11/22/2023 - Present
Morgan Stanley (Boston MA)
NY
01/13/2021 - 11/08/2023
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
MA
08/23/2013 - 01/05/2021
MORGAN STANLEY (Norwell MA)
NY
05/17/2011 - 09/05/2013
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
01/01/2010 - 05/25/2011
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
BOTH
Issued 05/24/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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