Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Mcneill Logee is an investment advisor representative with Mariner Independent. Megan Mcneill Logee is registered with the state of Rhode Island. Megan Mcneill Logee has been in the industry since October 2013. Megan Mcneill Logee is a Chartered Financial Consultant. Megan Mcneill Logee provides financial planning, pension consulting, portfolio management for 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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RI
03/07/2022 - Present
Mariner Independent (East Greenwich RI)
IA
Issued 09/18/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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