Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Haynes Breneman is a financial advisor at Wells Fargo Clearing Services, LLC and has been in the industry since 2003. Megan is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to provide investment advice in multiple states. Megan offers a variety of investment services, including financial planning, portfolio management, and investment consulting.
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.
1
2
MD
12/20/2019 - Present
Wells Fargo Clearing Services, LLC (BALTIMORE MD)
MD
06/29/2007 - 06/20/2016
M&T SECURITIES, INC. (ABERDEEN MD)
MD
04/28/2006 - 06/25/2007
BAINBRIDGE SECURITIES INC. (NORTH EAST MD)
MD
05/01/2003 - 05/16/2006
M&T SECURITIES, INC. (BALTIMORE MD)
MD
01/10/2003 - 05/01/2003
ALLFIRST BROKERAGE CORPORATION (BALTIMORE MD)
IA
Issued 12/18/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2009
Series 7 - General Securities Representative Examination
BC
Issued 01/09/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Megan Breneman is the right advisor for you? Invested Better is here to help.
