Unclaimed
Megan Nee is a financial professional with over 11 years of experience in the securities industry. Megan has been registered with Apollo Global Securities, LLC since April 19, 2024. Previously, Megan was registered with Columbia Management Investment Distributors, Inc., Allianz Global Investors Distributors LLC, Pershing LLC and UBS Financial Services Inc. Megan has a strong background in financial services, holding the Series 7, Series 24 and SIE licenses. Megan is currently located in New York, New York.
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.
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.
1
2
NY
04/19/2024 - Present
Apollo Global Securities, LLC (NEW YORK NY)
NY
01/30/2023 - 04/05/2024
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (NEW YORK NY)
NY
11/21/2017 - 11/01/2022
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)
NY
07/08/2013 - 11/13/2017
PERSHING LLC (NEW YORK NY)
NJ
12/22/2011 - 07/17/2013
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BC
Issued 06/27/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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