Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Richter is a financial advisor at Key Investment Services LLC. Megan has been in the financial industry since March 18, 2005. Megan has a strong background in securities and investment advisory services, with experience at several prominent firms including U.S. Bancorp Investments, Inc. and J.P. Morgan Securities LLC. Megan is registered with the Financial Industry Regulatory Authority (FINRA) and holds several licenses including Series 4, 7, 24, 52, 53, and 63. Megan also holds the Series 65 license and is a registered investment advisor. Megan's expertise lies in providing a wide range of financial services including portfolio management, securities trading and investment advisory services. Megan works with a diverse clientele, including individuals, corporations, and charitable organizations. Megan is committed to providing her clients with personalized financial solutions that meet their specific needs and goals.
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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2
OH
05/08/2023 - Present
KEY Investment Services LLC (BROOKLYN OH)
IL
03/04/2019 - 04/27/2023
U.S. BANCORP INVESTMENTS, INC. (CHICAGO IL)
IN
10/01/2012 - 03/14/2019
J.P. MORGAN SECURITIES LLC (CHESTERTON IN)
IN
03/20/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CEDAR LAKE IN)
IN
02/25/2005 - 03/05/2007
UVEST FINANCIAL SERVICES GROUP, INC. (MICHIGAN CITY IN)
IL
02/23/2005 - 02/28/2005
VISION INVESTMENT SERVICES, INC. (ROSEMONT IL)
IA
Issued 10/01/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2012
Series 4 - Registered Options Principal Examination
BC
Issued 11/22/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/25/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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