Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Polzer is a financial advisor with Icapital Markets LLC. Megan is registered in New York and New Jersey. She has a Series 7TO, Series 66, and SIE license. Megan has experience working with Oppenheimer & Co. Inc. and began her financial career in 2021.
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.
1
2
NY
04/11/2024 - Present
Icapital Markets LLC (NEW YORK NY)
NY
06/23/2023 - 03/22/2024
OPPENHEIMER & CO. INC. (NEW YORK NY)
BOTH
Issued 09/23/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/18/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Megan Polzer is the right advisor for you? Invested Better is here to help.
