Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Maynard is a financial advisor who has been in the industry for over 10 years. Megan holds the Series 7, 63 and 66 licenses and is registered in North Carolina and Texas. Megan is currently an Investment Advisor Representative with Fidelity Personal And Workplace Advisors. Previously, Megan has worked for Sylvan Road Capital and Fourm Property Investments LLC. Megan is a highly experienced advisor who can help clients with a variety of financial needs, including financial planning, retirement planning, college savings, and investment management.
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.
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.
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
NC
08/03/2023 - Present
Fidelity Personal AND Workplace Advisors (CHARLOTTE NC)
BOTH
Issued 06/01/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/06/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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