Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Keenan is a financial advisor with Lansing Street Advisors. Megan has been working in the financial services industry since June 2005 and has experience with a variety of firms, including RBC Capital Markets, LLC and Janney Montgomery Scott. She has a Series 7 and Series 66 license and a SIE designation. Megan has a strong focus on financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles.
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.
Helps you choose top advisors aligned with your financial goals.
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
PA
11/20/2023 - Present
Lansing Street Advisors (Yardley PA)
NJ
11/07/2022 - 09/27/2023
RBC CAPITAL MARKETS, LLC (MOUNT LAUREL NJ)
PA
05/27/2013 - 11/07/2022
JANNEY MONTGOMERY SCOTT LLC (New Hope PA)
BOTH
Issued 11/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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