Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meghan? Claim Your ProfileMeghan Welch is a financial professional with over nine years of experience in the financial services industry. Meghan has a strong background in investment banking and corporate finance, having worked at several prominent firms, including SunTrust Robinson Humphrey, Harris Williams & Co., Houlihan Lokey Capital, Inc., and AGC Partners. Currently, Meghan is registered with KPMG Corporate Finance LLC, where she provides investment banking services to clients. Meghan is dedicated to providing her clients with tailored financial solutions and building lasting relationships.
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
IL
05/31/2023 - Present
Kpmg Corporate Finance LLC (CHICAGO IL)
MA
09/01/2022 - 05/16/2023
AGC PARTNERS (BOSTON MA)
FL
07/19/2016 - 06/30/2022
HOULIHAN LOKEY CAPITAL, INC. (MIAMI FL)
VA
08/01/2014 - 06/30/2016
HARRIS WILLIAMS & CO. (RICHMOND VA)
VA
02/06/2014 - 07/22/2014
SUNTRUST ROBINSON HUMPHREY, INC. (RICHMOND VA)
BC
Issued 03/07/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2014
Series 7 - General Securities Representative Examination
BC
Issued 02/06/2014
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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