Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Kaitlyn Woods is a financial advisor working with Cambridge Investment Research Advisors, Inc. based in Denton, Texas. Megan is a registered representative and an investment advisor representative in the state of Texas. She specializes in providing financial planning services, pension consulting, and portfolio management for individuals and businesses. Megan is committed to helping clients reach their financial goals and provides education seminars to help clients better understand financial concepts.
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.
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.
Solicitation fees from 3rd party money managers
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2
TX
04/05/2024 - Present
Cambridge Investment Research Advisors, Inc. (Denton TX)
IA
Issued 04/04/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/15/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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