Unclaimed
Megan Tao is a financial advisor with Sixth Street BD, LLC. She has been in the financial services industry since August 14, 2023, and is registered with the Financial Industry Regulatory Authority (FINRA) as well as in 53 states. Megan has passed the Series 63, Series 7TO, Series 79TO, and SIE exams. She is a registered representative with Sixth Street BD, LLC and has a branch office in San Francisco, CA.
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.
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.
1
2
CA
06/12/2024 - Present
Sixth Street BD, LLC (San Francisco CA)
CA
08/14/2023 - 06/12/2024
GOLDMAN SACHS & CO. LLC (SAN FRANCISCO CA)
BC
Issued 08/19/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2024
Series 7TO - General Securities Representative Examination
BC
Issued 08/14/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/04/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Megan Tao is the right advisor for you? Invested Better is here to help.