Unclaimed
Megan Rogers is a financial advisor with Edward Jones, a firm that specializes in providing financial advice to individuals, families, and businesses. Megan has been a financial advisor for over 5 years and has a wide range of experience in helping clients reach their financial goals. Megan is registered with the state of Tennessee and has a series 66, a series 7TO, and a SIE.
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.
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.
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.
See schedule d - miscellaneous
1
2
TN
11/04/2019 - Present
Edward Jones (JOHNSON CITY TN)
BOTH
Issued 08/20/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/01/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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