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 Murray is a financial advisor at Edward Jones. Meghan has been in the financial services industry since 2002. Meghan has been registered with Edward Jones since 2014 and previously worked at LPL Financial, TD Wealth Management Services, BancNorth Investment Group, PrimeVest Financial Services, HSBC Brokerage (USA), and 1717 Capital Management Company. Meghan holds the Series 6, 7, 63, and 66 securities licenses. Meghan has a specialization in retirement planning, estate planning, education planning, insurance, and mutual funds.
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.
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.
See schedule d - miscellaneous
1
2
NY
01/09/2019 - Present
Edward Jones (GLENS FALLS NY)
NY
03/05/2010 - 04/24/2014
LPL FINANCIAL LLC (SARATOGA SPRINGS NY)
NY
11/17/2009 - 02/18/2010
TD WEALTH MANAGEMENT SERVICES INC. (GLENS FALLS NY)
NY
01/01/2005 - 11/17/2009
BANCNORTH INVESTMENT GROUP, INC. (SOUTH GLENS FALLS NY)
MN
09/23/2003 - 01/01/2005
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
NY
09/19/2001 - 06/26/2002
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
DE
12/08/1999 - 09/14/2000
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
BOTH
Issued 10/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2006
Series 7 - General Securities Representative Examination
BC
Issued 12/07/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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