Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Gunn is a registered representative and investment advisor representative with Charles Schwab & CO., Inc.. Megan has over 20 years of experience in the financial services industry. Megan has worked with several firms including: Goldman, Sachs & Co., J.P. Morgan Securities LLC, First Republic Securities Company, LLC and Financial Network Investment Corporation. Megan holds the Series 7, Series 9, Series 10, Series 63, and Series 66 licenses.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CA
05/17/2022 - Present
Charles Schwab & CO., Inc. (San Diego CA)
CA
04/29/2019 - 01/14/2020
FIRST REPUBLIC SECURITIES COMPANY, LLC (LOS ANGELES CA)
CA
04/08/2015 - 10/02/2018
J.P. MORGAN SECURITIES LLC (LOS ANGELES CA)
NY
06/07/2010 - 06/26/2014
GOLDMAN, SACHS & CO. (NEW YORK NY)
CA
03/25/2010 - 05/21/2010
FINANCIAL NETWORK INVESTMENT CORPORATION (PLEASANT HILL CA)
CA
06/26/2001 - 04/15/2008
SANFORD C. BERNSTEIN & CO., LLC (SAN FRANCISCO CA)
CA
07/26/1999 - 11/14/2000
OFFROAD SECURITIES, INC. (SAN FRANCISCO CA)
BOTH
Issued 05/17/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/30/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/23/1999
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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