Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mehgan? Claim Your ProfileMehgan Zuniga is a financial advisor with over 20 years of experience in the industry. Mehgan holds a Series 7, 9, 10, 31, 63, and 65 license and is registered in 27 states and the District of Columbia. Mehgan specializes in advising individuals and businesses, as well as managing portfolios for both. Mehgan Zuniga is currently employed at Rockefeller Financial LLC where she specializes in portfolio management for individuals, investment companies, and businesses. Previously Mehgan Zuniga worked at Merrill Lynch and Morgan Stanley.
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.
A percentage of the total value of assets under management is charged.
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2
IL
01/24/2022 - Present
Rockefeller Financial LLC (Chicago IL)
IL
02/13/2003 - 01/25/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
NY
10/24/2000 - 01/27/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 06/06/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/02/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 10/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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