Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Polizzi is a financial advisor with Grove Point Investments, LLC. Megan has been in the financial services industry since May 16, 2011. Megan is registered with FINRA and has passed the Series 7, Series 66, Series 24 and SIE exams. Megan has experience with Cadaret, Grant & CO., Inc., Western International Securities, Inc., Next Financial Group, Inc., SCF Securities, Inc., Sorrento Pacific Financial, LLC, Cuso Financial Services, LP, Independent Financial Group, LLC and LPL Financial LLC.
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.
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2
MD
02/29/2024 - Present
Grove Point Investments, LLC (ROCKVILLE MD)
CA
09/19/2017 - 12/31/2017
INDEPENDENT FINANCIAL GROUP, LLC (SAN DIEGO CA)
CA
11/30/2005 - 01/25/2016
LPL FINANCIAL LLC (SAN DIEGO CA)
NC
09/14/2009 - 04/25/2012
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
BOTH
Issued 06/04/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/2024
Series 24 - General Securities Principal Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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