Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Penn is a financial advisor with LPL Financial LLC, and has been in the financial services industry for over 7 years. Megan is registered with the state of Maryland, Virginia and is also registered with FINRA and the state of Maryland as an Investment Advisor Representative. Megan offers financial planning, portfolio management, and other non-discretionary advisory services to individuals, businesses, and charitable organizations. Megan has a strong commitment to providing her clients with personalized financial advice and guidance, and she is dedicated to helping them achieve their financial goals. Prior to joining LPL, Megan worked for KESTRA INVESTMENT SERVICES, LLC and Lincoln Financial Advisors Corporation.
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.
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.
Consulting and other non-discretionary advisory services
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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2
MD
12/16/2022 - Present
LPL Financial LLC (STEVENSVILLE MD)
MD
06/09/2022 - 11/07/2022
LINCOLN FINANCIAL ADVISORS CORPORATION (Preston MD)
MD
09/05/2019 - 08/13/2021
LPL FINANCIAL LLC (STEVENSVILLE MD)
MD
06/11/2015 - 09/05/2019
KESTRA INVESTMENT SERVICES, LLC (STEVENSVILLE MD)
BC
Issued 11/11/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/03/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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