Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Demmer is a financial advisor registered with Tiaa-Cref Individual & Institutional Services, LLC. Megan has been in the financial industry since December 2006. Prior to joining Tiaa-Cref, Megan worked at Ameriprise Financial Services, Inc. Megan holds a Series 7, Series 24, Series 63, and SIE license. Megan is licensed to provide financial advice in Kentucky, Michigan, Ohio, and West Virginia. Megan specializes in retirement planning, financial planning and investment management.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NC
03/01/2007 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
OH
12/19/2006 - 02/27/2007
AMERIPRISE FINANCIAL SERVICES, INC. (WORTHINGTON OH)
BC
Issued 05/04/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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