Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Ann Burke is an investment advisor with Stifel, Nicolaus & Company, Inc. and has been in the financial services industry since 2004. Megan is registered with the state of Arizona and holds multiple industry licenses, including Series 7, Series 52, Series 50, Series 79TO, and SIE. Megan has a wide range of experience in the industry and specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Megan is also a registered representative and investment advisor representative. Before joining Stifel, Nicolaus & Company, Inc., Megan was previously with PIPER SANDLER & CO. and RBC CAPITAL MARKETS, LLC.
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.
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.
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.
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2
AZ
12/19/2023 - Present
Stifel, Nicolaus & Company, Inc. (PHOENIX AZ)
AZ
05/31/2018 - 12/20/2023
PIPER SANDLER & CO. (PHOENIX AZ)
AZ
04/13/2004 - 04/10/2018
RBC CAPITAL MARKETS, LLC (PHOENIX AZ)
BC
Issued 04/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 09/27/2004
Series 7 - General Securities Representative Examination
BC
Issued 04/12/2004
Series 52 - Municipal Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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