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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Kanter is a financial advisor with Moneta Group Investment Advisors, LLC. Megan has been working in the financial services industry since 2011. Megan is a Certified Financial Planner® professional. Megan is registered as an Investment Adviser Representative in Colorado, Kansas, and Missouri. Megan provides financial planning services to individuals, businesses, and families. Megan also provides portfolio management services to a variety of clients. Megan is committed to providing her clients with the highest level of service and expertise.
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.
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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CO
09/17/2019 - Present
Moneta Group Investment Advisors, LLC (Denver CO)
MA
06/18/2012 - 05/03/2017
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
CO
05/14/2011 - 05/09/2012
NATIONAL PLANNING CORPORATION (DENVER CO)
IA
Issued 08/23/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2012
Series 7 - General Securities Representative Examination
BC
Issued 05/13/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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