Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Sassone is a registered investment advisor with Wells Fargo Advisors Financial Network, LLC. Megan has been in the financial services industry since 2012 and has a Series 6, Series 7, Series 63, and Series 65. Megan has experience working with individuals, families, and businesses to develop and implement personalized financial plans. Megan works with a variety of clients, including individuals, families, businesses, and charitable organizations. Megan is also registered as an investment advisor representative in North Carolina and Texas.
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.
Investment consulting services to institutional clients
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.
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2
NC
05/01/2023 - Present
Wells Fargo Advisors Financial Network, LLC (WINSTON-SALEM NC)
NC
11/30/2017 - 02/01/2023
WELLS FARGO CLEARING SERVICES, LLC (WINSTON SALEM NC)
NC
07/22/2016 - 10/06/2016
LINCOLN FINANCIAL DISTRIBUTORS, INC. (GREENSBORO NC)
NJ
11/17/2015 - 05/09/2016
AIG CAPITAL SERVICES, INC. (JERSEY CITY NJ)
NC
10/29/2012 - 08/24/2015
LINCOLN FINANCIAL DISTRIBUTORS, INC. (GREENSBORO NC)
IA
Issued 03/15/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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