Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meghan? Claim Your ProfileMeghan Marie Cunningham is a financial professional with over 6 years of experience in the industry. Meghan is currently registered with Fidelity Brokerage Services LLC. Prior to joining Fidelity Brokerage Services LLC, Meghan held positions at CHARLES SCHWAB & CO., INC., USAA INVESTMENT SERVICES COMPANY, USAA FINANCIAL ADVISORS, INC., and VANGUARD MARKETING CORPORATION. Meghan holds the Series 7, Series 63, and SIE licenses.
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.
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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2
UT
05/05/2022 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
AZ
06/17/2021 - 04/08/2022
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
AZ
06/08/2020 - 07/22/2020
USAA INVESTMENT SERVICES COMPANY (Phoenix AZ)
AZ
07/05/2019 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
10/06/2016 - 10/15/2018
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 11/16/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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