Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meghan? Claim Your ProfileMeghan Titus Smith is a registered representative with Calton & Associates, Inc. and has been in the securities industry since April 30, 2015. Meghan is currently licensed to conduct business in New York. Meghan is series 11 licensed. Prior to joining Calton & Associates, Inc., Meghan was employed by several other firms including SENTINEL BROKERS COMPANY, INC. and NATIONAL SECURITIES CORPORATION. Meghan specializes in providing financial planning, pension consulting and selection of other advisors to individuals, businesses and investment 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
04/05/2018 - Present
Calton & Associates, Inc. (Morrisville NY)
FL
02/22/2018 - 03/28/2018
SENTINEL BROKERS COMPANY, INC. (JUPITER FL)
NY
11/18/2015 - 01/22/2018
NATIONAL SECURITIES CORPORATION (NEW WOODSTOCK NY)
NY
09/30/2015 - 11/06/2015
NEWBRIDGE SECURITIES CORPORATION (NEW WOODSTOCK NY)
NY
03/14/2015 - 10/02/2015
CLAYTON LOWELL, & CONGER INC (NEW WOODSTOCK NY)
NY
03/14/2015 - 10/02/2015
RIDGEWAY & CONGER, INC. (NEW WOODSTOCK NY)
BC
Issued 03/14/2015
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
F
FINRA
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