Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan McMillan is a financial advisor registered with Osaic Wealth, Inc. Megan has been in the financial industry since May 2007. Megan holds Series 7 and Series 63 licenses as well as the SIE and Series 65 exams. Megan works with clients from all walks of life including individuals, families, corporations, and non-profit organizations. Megan specializes in financial planning, portfolio management, and retirement planning.
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.
A percentage of the total value of assets under management is charged.
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GA
06/14/2024 - Present
Osaic Wealth, Inc. (PEACHTREE CITY GA)
GA
03/03/2022 - 06/14/2024
SECURITIES AMERICA, INC. (PEACHTREE CITY GA)
GA
10/28/2015 - 03/03/2022
INDEPENDENT FINANCIAL GROUP, LLC (Tyrone GA)
GA
10/06/2014 - 11/02/2015
SECURITIES AMERICA, INC. (TYRONE GA)
GA
03/07/2014 - 10/06/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
GA
06/01/2009 - 02/20/2014
MORGAN STANLEY (ATLANTA GA)
GA
05/02/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
IA
Issued 12/09/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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