Megan L. Roeske
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Megan Lobbregt Roeske, who also goes by Megan Lobbregt Zito, was a registered financial professional .
Megan is a previously registered financial professional and started their career in finance in 2010. Megan had worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 14, 2013 - June 16, 2015
CIRCLEUP
October 23, 2012 - June 14, 2013
W.R. HAMBRECHT + CO., LLC
December 22, 2010 - May 8, 2012
ENTRUST GLOBAL SECURITIES LLC
State Registrations and Notice Filings
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Exams
Current Firm
CIRCLEUP
CRD#: 161785 / SEC#: , 8-69052
Contact information
Documents
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
