Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Helbig is a financial advisor with Daymark Wealth Partners, LLC. Megan is licensed to provide investment advice in Connecticut. Megan has been working in the financial industry since 2007 and has held previous roles at UBS Financial Services Inc., Morgan Stanley and Wells Fargo Advisors LLC. Megan specializes in providing financial planning, portfolio management for individuals and pension consulting.
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.
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.
A percentage of the total value of assets under management is charged.
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OH
04/30/2024 - Present
Daymark Wealth Partners, LLC (CINCINNATI OH)
CT
01/29/2016 - 05/08/2024
WELLS FARGO CLEARING SERVICES, LLC (WESTPORT CT)
CT
10/16/2009 - 02/03/2016
MORGAN STANLEY (WESTPORT CT)
CT
05/16/2007 - 10/28/2009
UBS FINANCIAL SERVICES INC. (WESTPORT CT)
BOTH
Issued 10/10/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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