Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meg? Claim Your ProfileMeg Ryan is a financial professional with over 17 years of experience in the industry. Meg is currently registered with Independence Square Holdings, LLC. Meg has experience working with a variety of clients including individuals, high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. Meg has also worked with New England Securities and MSI Financial Services, Inc. in the past. Meg has a comprehensive understanding of the financial markets and is committed to helping her clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Cash management & mortgage services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Referral fees
1
2
PA
01/17/2020 - Present
Independence Square Holdings, LLC (KING OF PRUSSIA PA)
PA
01/02/2015 - 03/10/2017
MSI FINANCIAL SERVICES, INC. (NEWTOWN SQUARE PA)
PA
02/07/2006 - 01/02/2015
NEW ENGLAND SECURITIES (NEWTOWN SQUARE PA)
IA
Issued 09/21/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2018
Series 7 - General Securities Representative Examination
BC
Issued 02/06/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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