Unclaimed
Megan Carroll is a financial professional with over 16 years of experience in the financial services industry. Megan is registered as an Investment Advisor Representative with State Farm Investment Management Corp. and is licensed in the state of Ohio. Megan holds the Series 6 and SIE licenses and is also a Chartered Financial Consultant. Megan is currently affiliated with the Chillicothe, OH branch of State Farm Investment Management Corp. Megan is a partner in a few non-investment related businesses. Megan has been a State Farm agent since 2008 and has been active in the financial services industry since 2007.
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.
Strategic management for diversified investment portfolios.
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
OH
01/09/2024 - Present
State Farm Investment Management Corp. (Chillicothe OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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