Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meghan? Claim Your ProfileMeghan Joanna Snouffer is a financial advisor currently associated with Fidelity Personal And Workplace Advisors. Meghan has been in the industry for over 9 years, first joining Fidelity Brokerage Services LLC in 2014. Currently, Meghan works at the Cincinnati, Ohio branch of Fidelity Personal And Workplace Advisors, where she is a registered representative. Meghan holds Series 7, 9, 10, 63, and 66 securities licenses and is registered as an investment advisor in Ohio and Texas.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (CINCINNATI OH)
BOTH
Issued 03/06/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/10/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Meghan Snouffer is the right advisor for you? Invested Better is here to help.
