Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Ward is a financial professional with over 10 years of experience in the industry. Megan is currently registered with Eagle Strategies LLC and holds Series 6, 7, 63 and 66 licenses. Megan is also a Certified Financial Planner and a Chartered Financial Consultant. In addition to her role at Eagle Strategies LLC, Megan also operates MW Financial & Insurance Solutions which is focused on selling New York Life products and services as well as brokering non-registered insurance products. Megan specializes in providing financial planning, investment management, and insurance solutions to individuals, corporations, and charitable organizations. Megan's experience and expertise make her a valuable resource for clients seeking comprehensive financial advice.
OCEANSIDE, CA
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.
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2
CA
11/29/2018 - Present
Eagle Strategies LLC (OCEANSIDE CA)
CA
05/11/2009 - 06/10/2009
FIRST INVESTORS CORPORATION (SAN DIEGO CA)
BOTH
Issued 11/16/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/10/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2016
Series 7 - General Securities Representative Examination
BC
Issued 5/8/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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