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Meghan Shields

Columbia Management Investment Distributors, Inc.

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About Meghan Shields

Meghan Shields is a financial advisor with Columbia Management Investment Distributors, Inc. Meghan is registered with FINRA. She has 2 product exams: General Securities Representative Examination and Securities Industry Essentials Examination. She has been active in the industry since December 2023.

Firm Information

Meghan Shields is currently registered with Columbia Management Investment Distributors, Inc.. Columbia Management Investment Distributors, Inc. is a corporation formed in April 1978. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in at least one civil event.

Not reported

Assets Under Management

Not reported

Total Clients

41

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 Shields’s Registration & Firm History

MA

12/08/2023 - Present

Columbia Management Investment Distributors, Inc. (BOSTON MA)

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Licenses & Designations

BC

Issued 12/08/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/06/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Meghan Shields.
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