Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Layton is a financial advisor with Raymond James Financial Services Advisors, Inc. Megan has been in the financial services industry since 2013. Megan is registered with the state of Oregon and has Series 6, 7, and 66 securities licenses. Megan also holds the Series SIE license. Prior to working with Raymond James, Megan was with Waddell & Reed.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OR
05/22/2020 - Present
Raymond James Financial Services Advisors, Inc. (Lake Oswego OR)
OR
06/05/2017 - 06/01/2020
WADDELL & REED (LAKE OSWEGO OR)
KS
06/14/2013 - 05/09/2017
WADDELL & REED (OVERLAND PARK KS)
BOTH
Issued 10/30/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2017
Series 7 - General Securities Representative Examination
BC
Issued 06/13/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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