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Meghan Kathleen Doherty

Nationwide Securities, LLC

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About Meghan Kathleen Doherty

Meghan Doherty is a financial advisor with Nationwide Securities, LLC, specializing in financial planning, selection of other advisors, and portfolio management for individuals. Meghan is also a Certified Financial Planner and Chartered Financial Consultant.

Firm Information

Meghan Doherty is currently registered with Nationwide Securities, LLC. Nationwide Securities, LLC is a Limited Liability Company that was formed in October 2007 and is headquartered in Columbus, OH. The firm is registered with the SEC and is licensed to operate in all 50 states and the District of Columbia. Nationwide Securities offers financial planning, selection of other advisors, and portfolio management for individuals. They have a total of 52 registered representatives, 26 of whom are Investment Adviser Representatives. The firm has reported 10 regulatory events and 3 arbitrations.
Nationwide Securities, LLC

10 WEST NATIONWIDE BLVD

COLUMBUS, OH 43215

Not reported

Assets Under Management

79

Total Clients

39

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Meghan Doherty’s Registration & Firm History

FL

06/17/2021 - Present

Nationwide Securities, LLC (Dunedin FL)

DC

07/31/2012 - 05/20/2021

ICMA-RC SERVICES, LLC (WASHINGTON DC)

CT

02/28/2011 - 07/19/2012

HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (HARTFORD CT)

CA

10/05/2009 - 07/14/2010

AXA ADVISORS, LLC (SAN FRANCISCO CA)

CA

07/09/2009 - 09/22/2009

ING FINANCIAL ADVISERS, LLC (SAN JOSE CA)

CA

02/17/2009 - 06/09/2009

GWFS EQUITIES, INC. (SAN FRANCISCO CA)

CA

02/20/2003 - 02/19/2009

ING FINANCIAL ADVISERS, LLC (SAN FRANCISCO CA)

CO

04/07/2000 - 02/03/2003

BENEFITSCORP EQUITIES, INC. (GREENWOOD VILLAGE CO)

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Licenses & Designations

IA

Issued 10/27/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/11/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/09/2009

Series 7 - General Securities Representative Examination

BC

Issued 04/05/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Meghan Kathleen Doherty.
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