Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Margaret Conwell is a financial professional with over 20 years of experience in the financial services industry. Megan has been registered with Principal Securities, Inc. since December 2023. Previously, Megan worked with Stephen A. Kohn & Associates, Ltd., and Compass Brokerage, Inc.. Megan is licensed to conduct securities business in Alabama. Megan holds Series 7, Series 63, Series 66, and SIE licenses. Megan has a broad range of experience in the financial services industry including providing financial planning services, conducting educational seminars and providing investment advice to individuals and businesses.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
AL
12/01/2023 - Present
Principal Securities, Inc. (MAGNOLIA SPRINGS AL)
FL
02/11/2000 - 06/21/2005
STEPHEN A. KOHN & ASSOCIATES, LTD. (LUTZ FL)
AL
03/19/1996 - 02/03/1998
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
BOTH
Issued 11/30/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/06/2023
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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