Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Kasanicky Haugen is a financial advisor registered with LPL Financial LLC. Megan has over 10 years of experience in the financial services industry. Megan is dedicated to providing personalized financial guidance to individuals and families. Megan helps clients with a variety of financial planning needs, including retirement planning, college savings, investment management, and insurance. Megan has a strong track record of success and is committed to helping clients achieve their financial goals. Prior to joining LPL Financial LLC, Megan worked for Ameriprise Financial Services, Inc. and Sagepoint Financial, Inc.. Megan is licensed to sell securities in Texas. Megan is also a Certified Financial Planner (CFP®).
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
07/03/2013 - Present
LPL Financial LLC (BEE CAVE TX)
TX
08/11/2011 - 07/05/2013
AMERIPRISE FINANCIAL SERVICES, INC. (LAKEWAY TX)
PA
12/05/2008 - 05/06/2009
SAGEPOINT FINANCIAL, INC. (PITTSBURGH PA)
BOTH
Issued 02/02/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2011
Series 7 - General Securities Representative Examination
BC
Issued 12/04/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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