Unclaimed
Megan Olivia Sienty is a financial advisor who has been in the industry since May 2008. Megan is currently registered with Hilltop Securities Inc. and has been with the firm since January 2016. Prior to that, Megan worked for FIRST SOUTHWEST COMPANY, LLC and RAYMOND JAMES FINANCIAL SERVICES, INC. Megan's areas of specialization include: Financial Planning, Portfolio Management for Individuals and Educational Seminars. Megan is licensed to provide securities and investment advisory services in 53 states and the District of Columbia.
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.
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.
12b-1 fees
1
2
TX
01/04/2016 - Present
Hilltop Securities Inc. (DALLAS TX)
TX
06/28/2010 - 01/22/2016
FIRST SOUTHWEST COMPANY, LLC (Dallas TX)
TX
05/21/2008 - 06/25/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (ROCKWALL TX)
BC
Issued 12/07/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 05/17/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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