Unclaimed
Megan Friesz is a financial advisor at Lion Street Financial, LLC, located in Fargo, North Dakota. Megan has been in the financial industry for over three years. Megan holds Series 63, 6TO, and SIE licenses. Megan is registered to provide investment advice in North Dakota and Minnesota. Megan previously worked at CLASSIC, LLC, also located in Fargo, North Dakota.
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.
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.
1
2
ND
01/17/2024 - Present
Lion Street Financial, LLC (Fargo ND)
ND
11/13/2020 - 12/07/2023
CLASSIC, LLC (FARGO ND)
BC
Issued 12/11/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/16/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Megan Friesz is the right advisor for you? Invested Better is here to help.