Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Kohl is a financial advisor at Morgan Stanley. Megan has been in the industry since November 2010. Megan is licensed in New York and New Jersey. Megan is also a Series 7, Series 24, and Series 63 licensed professional. Before joining Morgan Stanley, Megan worked at Morgan Stanley & Co. LLC. Megan's areas of expertise include asset allocation advice, financial planning, pension consulting, educational seminars, and selection of other advisors.
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
NY
08/14/2019 - Present
Morgan Stanley (PURCHASE NY)
NY
09/29/2016 - 08/14/2019
MORGAN STANLEY & CO. LLC (NEW YORK NY)
NY
11/02/2010 - 09/29/2016
MORGAN STANLEY (PURCHASE NY)
BC
Issued 01/10/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2010
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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