Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meghan? Claim Your ProfileMeghan McDevitt is a financial advisor at Janney Montgomery Scott LLC. Meghan has over 10 years of experience in the financial services industry and holds the Series 7, Series 63 and SIE licenses. Before joining Janney Montgomery Scott LLC, Meghan was a financial advisor at Morgan Stanley. Meghan specializes in providing financial advice to individuals, corporations, and charitable organizations.
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.
Fee plus commission
1
2
PA
09/14/2021 - Present
Janney Montgomery Scott LLC (PHILADELPHIA PA)
NY
08/08/2018 - 06/23/2021
MORGAN STANLEY (PURCHASE NY)
NY
02/28/2013 - 08/21/2017
FORUM CAPITAL SECURITIES LLC (NEW YORK NY)
NY
04/28/2011 - 02/01/2013
HRC FUND ASSOCIATES, LLC (NEW YORK NY)
BC
Issued 10/03/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Meghan McDevitt is the right advisor for you? Invested Better is here to help.
