Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meghna? Claim Your ProfileMeghna Shah is an investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Meghna has been in the industry since August 2017 and has passed the Series 66, 7, 9, 10, and SIE exams. Meghna is registered in New Jersey and Texas. Meghna is currently located at Merrill Lynch’s Iselin, New Jersey office. Meghna has also held previous positions at Bank of America, N.A. and Nationwide Building Society.
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
NJ
03/15/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ISELIN NJ)
BOTH
Issued 10/19/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/21/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/08/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2017
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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