![Michelle Meegan, financial advisor Bradenton FL](/img/ws/profile-blank-sq.png)
Michelle Meegan (CRD# 6327913) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bradenton, FL and has over 7 years of experience in the finance industry.
![Angela Wentz, financial advisor Bradenton FL](/img/ws/profile-blank-sq.png)
CRD# 6120456
Sage Wealth Consulting, LLC
![Scott Aabel, financial advisor Bradenton FL](/img/ws/profile-blank-sq.png)
CRD# 1493667
Spire Wealth Management, LLC
![Peter Abbott, financial advisor Bradenton FL](/img/ws/profile-blank-sq.png)
CRD# 5983189
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Ameriprise Financial Services, LLC | Bradenton, FL | Mar 2020 - Current | 4 |
Ameriprise Financial Services Inc. | Bradenton, FL | Oct 2018 - Mar 2020 | 1 |
Prudential Insurance Company Of America | Bradenton, FL | Apr 2016 - Oct 2018 | 2 |
Pruco Securities, LLC | Bradenton, FL | Feb 2016 - Oct 2018 | 2 |
Unemployed | Lakewood Ranch, FL | Oct 2015 - Feb 2016 | < 1 |
Pruco Securities | Sarasota, FL | Mar 2014 - Oct 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Aug 2016 |
- FL
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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