Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Johnson is a financial advisor with Cambridge Investment Research Advisors, Inc. She is licensed in Connecticut and has been in the financial industry since October 2008. Megan specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. She is also licensed to provide educational seminars and market timing services. Megan has been recognized as a Chartered Financial Consultant.
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.
Solicitation fees from 3rd party money managers
1
2
CT
01/25/2023 - Present
Cambridge Investment Research Advisors, Inc. (Manchester CT)
CT
02/15/2012 - 06/30/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (MANCHESTER CT)
CT
08/24/2011 - 10/03/2011
COORDINATED CAPITAL SECURITIES, INC. (MANCHESTER CT)
CT
08/04/2011 - 09/09/2011
WRP INVESTMENTS, INC. (MANCHESTER CT)
CT
06/11/2008 - 07/31/2009
USI SECURITIES, INC. (GLASTONBURY CT)
CT
05/09/2007 - 02/01/2008
HARVEST CAPITAL LLC (WETHERSFIELD CT)
CT
06/16/2004 - 04/18/2006
AMERIPRISE FINANCIAL SERVICES, INC. (EAST HARTFORD CT)
MN
06/16/2004 - 04/18/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/12/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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