Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Wall is a financial advisor who has been working in the industry since August 2013. Megan is currently registered with Ameriprise Financial Services, LLC in Pennsylvania. Before joining Ameriprise Financial Services, LLC, Megan worked with AVANTAX INVESTMENT SERVICES, INC. Megan is a licensed Series 6, Series 7, and Series 63 representative, as well as a Series 65 registered investment advisor. Megan provides services for corporations, insurance companies, investment companies, charitable organizations, high net worth individuals, and other investment advisors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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 services
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.
1
2
PA
07/15/2022 - Present
Ameriprise Financial Services, LLC (Palmyra PA)
PA
08/07/2013 - 07/26/2022
AVANTAX INVESTMENT SERVICES, INC. (Carlisle PA)
IA
Issued 11/26/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/06/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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