Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Bernstein is a financial advisor with Northwestern Mutual Investment Services, LLC in ANNAPOLIS, MD. Megan is licensed to sell securities in Maryland. Megan is registered to sell securities through Northwestern Mutual Investment Services, LLC, and has 1 approved SRO registration. Megan is a Series 63, Series 6TO and SIE licensed representative. Megan's registration date was 6/9/2023. Megan has been in the securities industry since 2023-04-23.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
MD
04/24/2023 - Present
Northwestern Mutual Investment Services, LLC (ANNAPOLIS MD)
BC
Issued 06/08/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/28/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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