Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Muccio is a financial advisor with United Planners' Financial Services of America, a Limited Partner, located in Melville, NY. Megan is a registered investment advisor (IA) and a broker-dealer (BD) in the state of New York. She has been in the industry since 2018. Megan holds several licenses and certifications, including the Series 7, Series 63, and Series 65 licenses. Megan also holds a CPA license. She offers financial planning, portfolio management, and insurance services to individuals, families, and businesses. Megan is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
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.
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2
NY
07/18/2021 - Present
United Planners' Financial Services OF America A Limited Partner (MELVILLE NY)
NY
09/18/2018 - 12/23/2019
NEXT FINANCIAL GROUP, INC. (MELVILLE NY)
IA
Issued 02/01/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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