Unclaimed
Megan Hand is a registered representative with Citigroup Global Markets Inc., a large firm with over 11,000 clients and assets under management exceeding $50 billion. Megan has been in the securities industry since 2012. Megan is licensed in 53 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. Megan’s professional designations include Series 63, SIE, and Series 79.
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.
Asset allocation advice
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
NY
10/17/2012 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
BC
Issued 08/09/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2012
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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