Unclaimed
Meghan Timbas is a financial professional with over 10 years of experience in the industry. Meghan is registered with BNY Mellon Securities Corp. and holds Series 3, 7 and 63 licenses as well as the SIE. Her experience includes managing portfolios for both businesses and individuals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
A percentage of the total value of assets under management is charged.
1
2
MA
02/24/2012 - Present
BNY Mellon Securities Corp. (BOSTON MA)
BC
Issued 06/22/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2018
Series 3 - National Commodity Futures Examination
BC
Issued 02/23/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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