Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Koontz is a registered representative of Northwestern Mutual Investment Services, LLC. Megan has been in the financial services industry since 2021. Megan holds the Series 63, Series 7 and SIE licenses. She is registered to conduct business in Minnesota and North Carolina.
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
NC
09/28/2021 - Present
Northwestern Mutual Investment Services, LLC (Raleigh NC)
BC
Issued 11/18/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/11/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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