Unclaimed
Megan Louthan is a financial advisor with Pimco Investments LLC. Megan has been in the financial services industry since January 16, 2017 and is registered with the state of California. Megan is also registered with FINRA and holds the Series 6, Series 7, Series 63, and SIE licenses. Megan has experience with Jackson National Life Distributors LLC and Foresters Financial Services, Inc.
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.
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2
CA
02/17/2021 - Present
Pimco Investments LLC (NEWPORT BEACH CA)
TN
12/10/2018 - 01/13/2021
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
NC
07/01/2016 - 06/26/2018
FORESTERS FINANCIAL SERVICES, INC. (CHARLOTTE NC)
BC
Issued 08/15/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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