Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Woolley is a financial professional with State Farm VP Management Corp. in Bozeman, MT. Megan has been working in the financial industry since July 2022 and holds Series 63, Series 65, and Series 6TO licenses. She has been registered with the state of Montana since October 2022.
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
MT
07/26/2022 - Present
State Farm VP Management Corp. (Bozeman MT)
IA
Issued 05/16/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/22/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Megan Woolley is the right advisor for you? Invested Better is here to help.
