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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 Kelly is a financial advisor at Pathstone, a firm that offers a wide range of financial services, including financial planning, portfolio management and family office services. Megan Kelly is a CERTIFIED FINANCIAL PLANNER™ professional and is registered with the state of Virginia. Megan has been in the financial services industry since 2014. Megan Kelly holds a Series 66, Series 7 and SIE licenses. Megan Kelly has previously worked with RBC Capital Markets, LLC, Bridgewater Wealth & Financial Management, LLC, The Colony Group, LLC, Dyson Capital Advisors, Momentum Financial Planning and Pathstone.
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.
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.
Strategic management for diversified investment portfolios.
Family office services - expense management, bill pay, insurance advisory, concierge service, philanthropic advisory
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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VA
10/26/2022 - Present
Pathstone (ALEXANDRIA VA)
DC
03/10/2015 - 01/25/2016
RBC CAPITAL MARKETS, LLC (WASHINGTON DC)
BOTH
Issued 07/27/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/25/2016
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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