Unclaimed
Megan McKinley is a financial professional with over 11 years of experience in the industry. Megan is a registered representative of PFS Investments Inc., a firm with over 3,500 employees dedicated to providing financial guidance to individuals, corporations, and charitable organizations. Megan specializes in providing investment advice and portfolio management services to individuals. Megan is licensed in Indiana, Ohio, Pennsylvania, and West Virginia.
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.
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.
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2
PA
05/07/2012 - Present
PFS Investments Inc. (PITTSBURGH PA)
BC
Issued 07/03/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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