Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Montz is a registered representative with Northwestern Mutual Investment Services, LLC. She has been in the industry since July 2013 and holds Series 6, 7, and 63 licenses, along with the SIE exam. Megan is currently registered in Louisiana and North Carolina.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
LA
07/16/2013 - Present
Northwestern Mutual Investment Services, LLC (METAIRIE LA)
BC
Issued 11/30/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/16/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Megan Montz is the right advisor for you? Invested Better is here to help.
