Megan Bosch
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 Bosch, who also goes by Megan Elizabeth Bosch, was a registered financial professional .
Megan is a previously registered financial professional and started their career in finance in 2014. Megan had worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 8, 2023 - May 9, 2024
WEALTHFORGE SECURITIES, LLC
January 10, 2019 - February 11, 2022
WEALTHFORGE SECURITIES, LLC
June 9, 2017 - June 27, 2017
SIGNATOR INVESTORS, INC.
June 9, 2017 - June 27, 2017
SIGNATOR INVESTORS, INC.
May 5, 2016 - March 13, 2018
THE MAIN STREET GROUP
April 26, 2016 - June 19, 2017
LPL FINANCIAL LLC
February 20, 2015 - April 18, 2016
PRUCO SECURITIES, LLC.
April 29, 2014 - April 18, 2016
PRUCO SECURITIES, LLC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
WEALTHFORGE SECURITIES, LLC
CRD#: 152550 / SEC#: , 8-68464
Contact information
FINRA licenses (53 States and Territories)
Disclosures
| Regulatory Event | 3 |
| Arbitration | 1 |
Red Flags
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