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Meghan Mendiola

Loomis Sayles Distributors, LP

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About Meghan Mendiola

Meghan Mendiola is a registered representative with Loomis Sayles Distributors, LP. Meghan is licensed in Massachusetts and holds the Series 7TO, Series 63, and SIE exams. Meghan has been in the securities industry since 2019. Prior to joining Loomis Sayles, Meghan worked at AVANTAX INVESTMENT SERVICES, INC.

Firm Information

Meghan Mendiola is currently registered with Loomis Sayles Distributors, LP. Loomis Sayles Distributors, LP is a Partnership formed in July 1996. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

73

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Meghan Mendiola’s Registration & Firm History

MA

11/04/2022 - Present

Loomis Sayles Distributors, LP (BOSTON MA)

NY

09/13/2019 - 02/22/2021

AVANTAX INVESTMENT SERVICES, INC. (Camillus NY)

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Licenses & Designations

BC

Issued 08/07/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/13/2019

Series 7TO - General Securities Representative Examination

BC

Issued 05/24/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Meghan Mendiola.
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