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 who has been in the industry since 2008. She is currently registered with UBS Financial Services Inc. and has previously worked for Morgan Stanley, Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Citigroup Global Markets Inc. Meghan holds Series 7, 63, and 66 licenses and is registered in nine states. Meghan has experience in portfolio management for individuals and businesses and provides financial planning services.
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 02/12/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2014
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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