Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Jessee is a financial advisor with Sterling Capital Distributors, LLC. Megan has been in the financial services industry since 2007. Megan holds the Series 6, 7, and 63 licenses. Megan is registered to provide securities advice in 51 states. Previously Megan was a financial advisor with WELLS FARGO CLEARING SERVICES, LLC. and A. G. EDWARDS & SONS, INC. Megan has worked in the Charlotte, NC area for most of her career.
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.
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.
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2
NC
10/23/2019 - Present
Sterling Capital Distributors, LLC (CHARLOTTE NC)
NC
01/01/2008 - 09/11/2019
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
MO
08/17/2007 - 01/01/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 06/24/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2009
Series 7 - General Securities Representative Examination
BC
Issued 08/16/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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