Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Layton is a financial advisor with Schwab Wealth Advisory, Inc. Megan Layton has been in the industry for 2 years and has a combined 53 active registrations in various states. Megan Layton is registered with FINRA as a Registered Representative and holds Series 7TO and SIE licenses. Megan Layton is also registered with the states of Indiana and Texas as an Investment Advisor Representative. In the past Megan Layton was affiliated with Equitable Advisors, LLC. Megan Layton has specialized in investment management for individuals and businesses, as well as financial planning.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
IN
01/20/2022 - Present
Schwab Wealth Advisory, Inc. (Indianapolis IN)
IN
05/10/2021 - 10/05/2021
EQUITABLE ADVISORS, LLC (INDIANAPOLIS IN)
BOTH
Issued 06/18/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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