Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Keyser is a financial advisor with over 15 years of experience in the financial services industry. Megan has been registered with the state of Minnesota since 2007 and holds the Series 7, Series 24 and Series 66 licenses. Megan is currently registered with Gradient Securities, LLC, a firm that provides financial services to individuals, corporations, and other entities. Megan has previously worked with Royal Alliance Associates, Inc., CRI Securities, LLC, H. Beck, Inc., Securian Financial Services, Inc., Thrivent Investment Management, Inc., and Financial Network Investment Corporation. Megan is a specialist in providing investment advice, financial planning, and other financial services. Megan has specialized knowledge of the following areas: investment advisory services, financial planning services, and pension consulting. Megan has a strong commitment to providing her clients with personalized and comprehensive financial services.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
MN
05/19/2023 - Present
Gradient Securities, LLC (ARDEN HILLS MN)
MN
12/01/2016 - 07/06/2022
ROYAL ALLIANCE ASSOCIATES, INC. (WOODBURY MN)
MN
09/28/2012 - 11/23/2016
CRI SECURITIES, LLC (ST PAUL MN)
MD
09/20/2012 - 11/23/2016
H. BECK, INC. (ROCKVILLE MD)
MN
01/07/2011 - 11/23/2016
SECURIAN FINANCIAL SERVICES, INC. (ST PAUL MN)
MN
03/05/2008 - 12/14/2010
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
05/25/2007 - 02/27/2008
FINANCIAL NETWORK INVESTMENT CORPORATION (EDINA MN)
BOTH
Issued 07/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/07/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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