Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meig-an? Claim Your ProfileMeig-an Mavourneen York-gregory is a financial advisor at Ameriprise Financial Services, LLC. Meig-an is registered with Ameriprise Financial Services, Inc. in Ohio. Meig-an has 20 years of experience in the financial services industry. Meig-an offers a variety of financial planning and investment services to individuals, businesses, and trusts. Meig-an is also registered to provide investment advice in Texas. In addition to working for Ameriprise, Meig-an is also employed by Club Pilates, a non-investment-related job. Meig-an holds Series 6, 7, and 66 securities licenses, and is also licensed to sell insurance products. Meig-an specializes in providing asset allocation, financial planning, pension consulting, and educational seminars. Meig-an is dedicated to providing personalized financial guidance and investment management solutions to help clients achieve their financial goals.
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.
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.
Asset allocation services
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.
1
2
OH
10/05/2009 - Present
Ameriprise Financial Services, LLC (DUBLIN OH)
OH
07/10/2009 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (COLUMBUS OH)
OH
09/18/2003 - 07/13/2009
NATCITY INVESTMENTS, INC. (COLUMBUS OH)
BOTH
Issued 10/13/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/17/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Meig-an York-gregory is the right advisor for you? Invested Better is here to help.
