Unclaimed
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.
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.
1
2
MA
11/04/2022 - Present
Loomis Sayles Distributors, LP (BOSTON MA)
NY
09/13/2019 - 02/22/2021
AVANTAX INVESTMENT SERVICES, INC. (Camillus NY)
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
Active
Inactive
F
FINRA
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