Unclaimed
Megan Ackaert is a financial advisor with Wells Fargo Securities, LLC. Megan has been in the industry since May 14, 2017. Megan is licensed in 53 states and holds the Series 63, Series 79, Series 99TO, Series 24, and SIE exams.
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.
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.
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2
AZ
10/31/2022 - Present
Wells Fargo Securities, LLC (Scottsdale AZ)
WA
05/03/2017 - 10/18/2022
J.P. MORGAN SECURITIES LLC (SEATTLE WA)
BC
Issued 08/02/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2018
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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