Unclaimed
Megan Cornille is an Investment Advisor Representative with Morgan Stanley. Megan has been in the securities industry since 2012. Megan is registered to conduct business in California and Texas. Prior to joining Morgan Stanley, Megan was associated with J.P. Morgan Securities LLC. Megan holds the Series 6, 7, and 63 licenses. Megan has experience with asset allocation advice, financial planning, pension consulting, and educational seminars. Megan offers portfolio management services to individuals, businesses, and investment companies.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
10/17/2016 - Present
Morgan Stanley (Long Beach CA)
CA
10/01/2012 - 08/15/2016
J.P. MORGAN SECURITIES LLC (TORRANCE CA)
CA
07/10/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (TORRANCE CA)
BC
Issued 07/17/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2016
Series 7 - General Securities Representative Examination
BC
Issued 07/09/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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