Unclaimed
Meghan Harrell is a registered representative of Northwestern Mutual Investment Services, LLC. Meghan has been in the industry since November 17, 2011 and is licensed to sell securities in 21 states and the District of Columbia. Meghan is also registered as an investment advisor representative in Virginia. Prior to joining Northwestern Mutual Investment Services, LLC, Meghan was employed by Fidelity Brokerage Services LLC. Meghan holds a Series 7, SIE, and Series 66 license.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
VA
10/16/2012 - Present
Northwestern Mutual Investment Services, LLC (RICHMOND VA)
NY
11/04/2011 - 10/01/2012
FIDELITY BROKERAGE SERVICES LLC (NEW YORK NY)
BOTH
Issued 01/19/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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