Unclaimed
Megan Phillips is a financial advisor with Athene Securities, LLC. Megan has been in the financial services industry since May 2019. She holds the Series 7TO, Series 24, and SIE licenses. Megan is currently registered with FINRA and Athene Securities, LLC. Prior to joining Athene Securities, LLC Megan was employed with Principal Securities, Inc.
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.
1
2
IA
11/23/2021 - Present
Athene Securities, LLC (WEST DES MOINES IA)
IA
05/13/2019 - 11/16/2021
PRINCIPAL SECURITIES, INC. (DES MOINES IA)
BC
Issued 12/23/2019
Series 24 - General Securities Principal Examination
BC
Issued 05/13/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Megan Phillips is the right advisor for you? Invested Better is here to help.