Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meghan? Claim Your ProfileMeghan Maureen Kristensen is a financial advisor with over 17 years of experience in the industry. Meghan is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc., a large firm with approximately $10 billion - $50 billion in assets under management. Before working for Merrill Lynch, Meghan was employed by Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Meghan is licensed to provide securities and investment advisory services to individuals, businesses, charitable organizations, and insurance companies.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
07/13/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WHITE PLAINS NY)
NY
06/01/2009 - 03/04/2016
MORGAN STANLEY (MOUNT KISCO NY)
NY
04/02/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MOUNT KISCO NY)
BOTH
Issued 06/15/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/26/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/15/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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