Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Borley is a financial advisor at Transamerica Financial Advisors, Inc. Megan has been in the financial industry since September 2013. Megan is registered with the state of California and Texas. Megan's firm, Transamerica Financial Advisors, Inc., is a large firm with over $1 billion - $10 billion in assets under management. The firm specializes in providing financial planning and portfolio management services to individuals and institutions. Megan is a Series 6 and Series 63 licensed professional.
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.
Helps you choose top advisors aligned with your 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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CA
09/06/2013 - Present
Transamerica Financial Advisors, Inc. (ALVISO CA)
BC
Issued 11/07/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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