Unclaimed
Megan Sherman is a financial advisor who has been in the industry since June 16, 2014. Megan is currently registered with Cetera Advisors LLC in Orland Park, IL. She previously worked with LPL FINANCIAL LLC in Chicago, IL and AUSDAL FINANCIAL PARTNERS, INC. also in Chicago, IL. Megan holds the Series 6, Series 63, and SIE licenses. Megan is registered in Illinois.
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
IL
05/09/2024 - Present
Cetera Advisors LLC (ORLAND PARK IL)
IL
09/01/2017 - 11/16/2023
LPL FINANCIAL LLC (CHICAGO IL)
IL
08/12/2013 - 04/18/2017
AUSDAL FINANCIAL PARTNERS, INC. (CHICAGO IL)
BC
Issued 04/11/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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