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MM

Meghan M. Muniak

AMERICAN FINANCIAL ASSOCIATES
EASTON, PA 18042
Some features on this profile are disabled
CRD#: 6379599
MM

Professional summary

Meghan Marie Muniak is a registered financial professional currently at AMERICAN FINANCIAL ASSOCIATES, INC. located in Easton, Pennsylvania.

Meghan is registered as a RR (Registered Representative) and started their career in finance in 2019. Meghan has worked at 1 firm and has passed the Series 63, Series 6TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Meghan Marie Muniak's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 28, 2019 - Present

AMERICAN FINANCIAL ASSOCIATES, INC.

Office #1: 1700 Northampton St. Suite A, Easton, PA 18042Office #2: 1700 Northampton Street Suite A, Easton, PA 18042-1659
BD
CRD#: 29049
EASTON, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(1/3/2020)
RR
New Jersey
(11/19/2019)

Exams

State Security Law Exam
RR
Series 63
Date: 11/19/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 8/28/2019
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/27/2019
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

AF
AMERICAN FINANCIAL ASSOCIATES, INC.
AMERICAN FINANCIAL ASSOCIATES, INC.

CRD#: 29049 / SEC#: , 8-44065

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information

Main Address
1700 Northampton Street Suite A, Easton, PA 18042-1659
Mailing Address
1700 Northampton Street, Suite A, Easton, PA 18042-1659
Phone number
(610) 559-1600
Established
Pennsylvania since 07/23/1991
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (20 States and Territories)

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Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
DALBERTO, HENRY LEONDINOPRESIDENT CEO / CCO / CFO / PFO / POO

Disclosures

Regulatory Event1

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.

Company Information

AMERICAN FINANCIAL ASSOCIATES, INC.

CRD#: 29049Easton, PA 18042

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