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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Mcconnell Brozowski is a financial advisor at Mariner Wealth. Megan is a Certified Financial Planner and has been in the financial industry since 2003. Megan holds a Series 65 license and is registered with the state of New Jersey. Megan specializes in working with individuals, families, and businesses. Megan has experience in financial planning, portfolio management, and pension consulting. Megan is committed to providing her clients with the highest level of service and advice.
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.
Family office services
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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NJ
11/22/2016 - Present
Mariner Wealth (MADISON NJ)
IA
Issued 02/10/2003
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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