Unclaimed
Meghan Elizabeth Haggerty is a financial advisor with over 27 years of experience in the industry. Meghan has been registered with J.P. Morgan Securities LLC since April 20, 2012 and previously worked at Leerink Swann LLC, Fahnestock & Co. Inc., CIBC World Markets Corp., Legg Mason Wood Walker, Incorporated, Lehman Brothers Inc., SG Cowen Securities Corporation and Cowen & Co.. Meghan specializes in providing financial advice and portfolio management services to individuals, businesses, and institutions. Meghan is committed to helping clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
MA
04/20/2012 - Present
J.p. Morgan Securities LLC (BOSTON MA)
MA
05/16/2003 - 04/20/2012
LEERINK SWANN LLC (BOSTON MA)
NY
01/03/2003 - 05/20/2003
FAHNESTOCK & CO. INC. (NEW YORK NY)
NY
01/15/2002 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
MD
07/13/2001 - 01/09/2002
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
10/11/2000 - 07/27/2001
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
07/01/1998 - 10/18/2000
SG COWEN SECURITIES CORPORATION (NEW YORK NY)
NY
12/08/1995 - 07/01/1998
COWEN & CO. (NEW YORK NY)
BC
Issued 01/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/1995
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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