Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Meglio is a financial advisor with over 20 years of experience in the industry. He currently works at J. W. Cole Advisors, Inc. and holds Series 7, 27, 65 and SIE licenses. Steven previously worked at Cambridge Investment Research, Inc., FCG Advisors, LLC and Securian Financial Services, Inc. Steven has a diverse background, including experience in accounting and real estate. Steven has a strong track record of providing clients with personalized financial advice and investment strategies. He offers a range of services, including portfolio management, financial planning, and hourly & fixed rate consulting. Steven is committed to helping 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.
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.
Hourly & fixed rate consulting
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
FL
04/29/2021 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
NJ
08/21/2020 - 05/04/2021
CAMBRIDGE INVESTMENT RESEARCH, INC. (Chatham NJ)
NJ
02/22/2010 - 12/23/2020
FCG ADVISORS, LLC (CHATHAM NJ)
NJ
12/12/2006 - 02/23/2010
SECURIAN FINANCIAL SERVICES, INC. (PARSIPPANY NJ)
NJ
10/08/2002 - 11/28/2006
LINSCO/PRIVATE LEDGER CORP. (BAYONNE NJ)
IA
Issued 07/31/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/2011
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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