Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Elizabeth Williams is a financial advisor with Kestra Advisory Services, LLC. Megan has been working in the financial services industry since 2002 and has a wide range of experience in providing financial advice to individuals and families. Megan is a licensed investment advisor representative and holds several industry certifications, including the Series 7, Series 6, Series 63, Series 65 and Series 24. Megan is committed to providing her clients with personalized financial advice that meets their individual needs.
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.
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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2
TX
11/13/2023 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
PA
08/15/2018 - 09/30/2022
PURSHE KAPLAN STERLING INVESTMENTS (ERIE PA)
PA
01/05/2015 - 07/30/2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PITTSBURGH PA)
PA
12/05/2002 - 09/12/2014
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 03/12/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/04/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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