Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Tarpley is a financial advisor with over 23 years of experience in the industry. Megan has been registered with Wells Fargo Advisors Financial Network, LLC since 2023. Megan has been registered with Wells Fargo Clearing Services, LLC and Citigroup Global Markets Inc. in the past. Megan is a Certified Financial Planner and holds Series 7, 31 and 66 licenses. Megan specializes in providing investment consulting services to institutional clients, as well as financial planning, pension consulting, and portfolio management for businesses and individuals.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
11/13/2023 - Present
Wells Fargo Advisors Financial Network, LLC (SAN JOSE CA)
CA
02/27/2009 - 11/13/2023
WELLS FARGO CLEARING SERVICES, LLC (PLEASANTON CA)
CA
02/21/2003 - 03/23/2009
CITIGROUP GLOBAL MARKETS INC. (PLEASANTON CA)
NY
08/12/1999 - 02/26/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 09/03/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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