Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Brassil is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Megan has been working in the financial services industry since 2000 and has experience with a variety of investment products and services. Megan is registered with the Securities and Exchange Commission and holds the Series 7, Series 66 and SIE licenses. Megan also holds registrations in 36 states. Megan has previously worked with UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Guidance on pension options to ensure a secure financial future.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NC
08/26/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (RALEIGH NC)
NJ
04/27/2012 - 05/12/2014
UBS FINANCIAL SERVICES INC. (BEDMINSTER NJ)
NJ
07/20/2011 - 05/01/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHESTER NJ)
NY
01/21/2000 - 07/20/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WEST NYACK NY)
BOTH
Issued 03/17/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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