Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Barnes is a financial advisor who has been in the industry since 2017. Megan is currently registered with Wells Fargo Clearing Services, LLC and is licensed to provide financial advice in Ohio. Megan has experience with a variety of financial products and services, including securities, investment advisory services, and insurance. Megan has a strong track record of success in helping clients achieve their financial goals. Megan is dedicated to providing personalized financial advice to help clients make informed decisions about their financial future.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
07/27/2022 - Present
Wells Fargo Clearing Services, LLC (CLEVELAND OH)
OH
02/22/2022 - 07/18/2022
PRIVATE CLIENT SERVICES, LLC (Aurora OH)
OH
04/10/2017 - 03/03/2022
LINCOLN FINANCIAL ADVISORS CORPORATION (CLEVELAND OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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