Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Allen is a financial advisor with over 30 years of experience in the industry. Megan has held various roles at prominent financial institutions including Lehman Brothers Inc. and Vanguard Marketing Corporation, gaining experience in various financial markets and products. Megan is currently a registered representative at SEI Investments Management Corp. and specializes in providing investment advice for individuals, businesses, pooled investment vehicles, and investment companies. Megan is committed to helping clients achieve their financial goals and offers a wide range of services including financial planning, portfolio management, and educational seminars.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
06/07/2023 - Present
SEI Investments Management Corp. (OAKS PA)
PA
07/02/2015 - 10/12/2015
VANGUARD MARKETING CORPORATION (MALVERN PA)
NY
01/23/1992 - 09/27/2001
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
01/23/1992 - 10/23/1995
LEHMAN GOVERNMENT SECURITIES INC.
NA
01/23/1992 - 07/18/1994
LEHMAN SPECIAL SECURITIES INC.
IA
Issued 06/07/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/12/2015
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/21/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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