Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Barber is a licensed financial professional and currently affiliated with PFS Investments Inc. Megan is a dedicated financial professional and has been in the industry since 2022. Megan holds the Series 6, Series 63 and SIE licenses, demonstrating their expertise in the financial services industry. Megan's career has been focused on providing investment advice and financial solutions to individuals and businesses. Megan's primary goal is to help clients achieve their financial goals by providing them with personalized advice and strategies.
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.
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.
A percentage of the total value of assets under management is charged.
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NY
10/24/2022 - Present
PFS Investments Inc. (LATHAM NY)
BC
Issued 01/02/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/30/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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