Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Gentille is a financial advisor associated with Cambridge Investment Research Advisors, Inc. Megan is a registered investment advisor representative and a registered representative. Megan has been working in the financial services industry since 2018. Megan is also associated with Mosaic Financial Group, LLC and TAG WEALTH. Megan specializes in Financial Planning, Pension Consulting, Educational Seminars, Market Timing Services, Selection of Other Advisors, Portfolio Management for Businesses, and Portfolio Management for Individuals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OH
05/15/2019 - Present
Cambridge Investment Research Advisors, Inc. (Mount Vernon OH)
BC
Issued 05/06/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/15/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/13/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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