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Megan Ann Phillips

Athene Securities, LLC

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About Megan Ann Phillips

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.

Firm Information

Megan Phillips is currently registered with Athene Securities, LLC. Athene Securities, LLC is a Limited Liability Company formed on April 21, 2006. The firm is registered with the SEC and in all 51 states.

Not reported

Assets Under Management

Not reported

Total Clients

191

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Megan Phillips’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Megan Ann Phillips.
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