Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meghan? Claim Your ProfileMeghan Walsh is a financial advisor with UBS Financial Services Inc., a firm with over $50 billion in assets under management. Meghan is registered with the state of Connecticut and has been in the industry since 2008. Meghan's previous employment was with Morgan Stanley, where Meghan was registered from 2014 until 2016. Meghan holds Series 63, 66, and 7 securities licenses, and is an active member of the financial services industry. Meghan has experience working with a diverse group of clients, including individuals, families, businesses, and institutions. Meghan provides a variety of financial services, including financial planning, portfolio management, and investment advisory services. 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MA
07/14/2017 - Present
UBS Financial Services Inc. (ROCKLAND MA)
MA
02/26/2014 - 10/21/2016
MORGAN STANLEY (BOSTON MA)
MA
06/01/2009 - 07/28/2011
MORGAN STANLEY SMITH BARNEY (BOSTON MA)
MA
06/20/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BOSTON MA)
MA
04/01/2008 - 07/03/2008
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
BOTH
Issued 2/12/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/22/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/26/2014
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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