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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan E. Connors is a financial advisor with Morgan Stanley. Megan has been in the financial services industry since 2015. Prior to joining Morgan Stanley, Megan worked at Sanford C. Bernstein & Co., LLC. Megan is registered with FINRA and the states of Florida and Texas. Megan has a Series 65 and 63 license as well as Series 7, 9 and 10. Megan specializes in providing financial planning, portfolio management for businesses, portfolio management for individuals and portfolio management for 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
FL
11/01/2023 - Present
Morgan Stanley (STUART FL)
NY
10/20/2014 - 03/01/2023
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
IA
Issued 10/17/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/31/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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