Unclaimed
Megan Assenmacher is a financial advisor at Empower Advisory Group, LLC. Megan has over 10 years of experience in the financial services industry. She holds a Series 6, 7 and 66 license, along with the Securities Industry Essentials Examination (SIE). Megan's expertise includes financial planning, portfolio management for individuals and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CO
06/29/2023 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
TX
12/03/2014 - 06/07/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
MI
07/15/2013 - 09/25/2014
ESSEX NATIONAL SECURITIES, LLC (OXFORD MI)
BOTH
Issued 02/06/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/15/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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