Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Wood is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc., a firm with over $1 trillion in assets under management. Megan has been in the financial industry for over four years and holds the Series 7, Series 66 and SIE licenses. Megan is registered in Washington, Texas and several other states. Megan has experience working with individuals, corporations, and other business entities, including pension plans. Megan is also a licensed insurance agent. Megan's other business is Thrive Pet Care LLC, where she serves as owner and is responsible for various administrative duties.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
WA
03/27/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (KENT WA)
BOTH
Issued 03/24/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/21/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/01/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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