Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Marie poss Wangler is a financial advisor at Morgan Stanley, with over 15 years of experience in the industry. Megan is licensed in 38 states and the District of Columbia. Megan's previous employers include Wells Fargo Advisors, LLC, and Citigroup Global Markets Inc. Megan specializes in providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Megan offers a variety of services, including financial planning, investment management, and retirement planning. Megan's goal is to help clients achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
TX
08/14/2019 - Present
Morgan Stanley (Dallas TX)
CO
02/19/2013 - 03/26/2013
WELLS FARGO ADVISORS, LLC (LAKEWOOD CO)
IL
06/01/2009 - 02/27/2013
MORGAN STANLEY (CHICAGO IL)
IL
06/27/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
BOTH
Issued 02/07/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Megan Wangler is the right advisor for you? Invested Better is here to help.
