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MD

Meghan Dulac

WORLD INVESTMENTS
Westborough, MA 01581
Some features on this profile are disabled
CRD#: 7895526
MD
Meghan DulacWORLD INVESTMENTS

Professional summary

Meghan Dulac, who also goes by Meghan Jean Dulac, Meghan Dulac, Meghan Jean Donovan, is a registered financial professional currently at WORLD INVESTMENTS, LLC located in Westborough, Massachusetts.

Meghan is registered as a RR (Registered Representative) and started their career in finance in 2024. Meghan has worked at 3 firms and has passed the Series 63, Series 7TO and SIE exams.

Aliases

Meghan Jean Dulac | Meghan Dulac | Meghan Jean Donovan

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 Dulac'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

July 27, 2026 - Present

WORLD INVESTMENTS, LLC

Office #1: 1400 Computer Drive, Suite 201, Westborough, MA 01581
BD
CRD#: 20626
Westborough, MA
Past

April 23, 2026 - July 6, 2026

NATIONAL FINANCIAL SERVICES LLC

BD
CRD#: 13041
SMITHFIELD, RI
Past

August 2, 2024 - January 30, 2026

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI

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
Massachusetts
(7/27/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 8/16/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/2/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/10/2024
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

WI
WORLD INVESTMENTS, LLC
COLTS NECK WHY T&T SECURITIES, INC. | WORLD INVESTMENTS, LLC | WORLD INVESTMENTS, INC. | WORLD ADVISORY SERVICES | TFS WEALTH MANAGEMENT | TFS SECURITIES, INC. | TFS POTFOLIO ADVISORY SERVICES | TFS PORTFOLIO ADVISORY SERVICES,DIVISION OF TFS SECURITIES, INC. | TFS PORTFOLIO ADVISORY SERVICES, A DIVISION OF TFS SECURITIES, INC. | TFS PORTFOLIO ADVISORY SERVICES | TFS ADVISORY SERVICES | NASD SPELLING ERROR - POTFOLIO SHOULD BE PORTFOLIO | INNOVATIVE MARKET TRENDS | FREEMAN & VANNAUKER | FFP WEALTH MANAGEMENT

CRD#: 20626 / SEC#: 801-56426, 8-38377

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

Main Address
437 Newman Springs Road, Lincroft, NJ 07738
Mailing Address
437 Newman Springs Road, Lincroft, NJ 07738
Phone number
(732) 758-9300
Established
New Jersey since 09/30/2025
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees
217

FINRA licenses (52 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

WORLD ADVISORY SERVICES ADV PART 2 FIRM BROCHURE 2025 (3/31/2025)

Direct owners and executive officers

NamePositionCRD#
WIA CORPORATE BUYER, LLCSHAREHOLDER
CARTER, ANA ROUMENOVAFINOP4424794
CURLEY, JONATHAN EPRESIDENT827148
TOOLE, BARRY PCCO3142901

Regulatory assets under management

Total Number of Accounts4,697
AUM (Assets Under Management)$ 1,734,780,346

Disclosures

Regulatory Event3
Arbitration2
Bond1

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

WORLD INVESTMENTS, LLC

CRD#: 20626Westborough, MA 01581

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