Unclaimed
Megan Rahmes is a registered representative and investment advisor representative. Megan has been in the securities industry since June 7, 2017. Megan has a Series 7, Series 50, Series 52TO and Series 66 license and is currently registered with Hilltop Securities Inc. Megan has held previous positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Scottrade, Inc. Megan specializes in providing financial planning services, educational seminars, and portfolio management for individuals.
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.
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.
12b-1 fees
1
2
TX
12/06/2021 - Present
Hilltop Securities Inc. (AUSTIN TX)
TX
03/29/2018 - 03/03/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CORPUS CHRISTI TX)
TX
08/16/2016 - 03/09/2018
SCOTTRADE, INC. (CORPUS CHRISTI TX)
BOTH
Issued 09/26/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/2022
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 04/15/2022
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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