Unclaimed
Megan Decker is a financial advisor who has been in the industry since 2015. Megan is currently registered with Schwab Wealth Advisory, Inc. and has offices in Oviedo, FL. Megan has a wide range of licenses and registrations including Series 63, 66, and 7. Megan is also registered in over 50 states and has been registered as an investment advisor representative in Florida and Texas.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
FL
12/11/2020 - Present
Schwab Wealth Advisory, Inc. (Oviedo FL)
BOTH
Issued 07/22/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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