Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Landon is a financial advisor with Newedge Advisors, specializing in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Megan has been in the financial industry for over two years. Megan Landon holds Series 7TO, Series 63, and Series 66 licenses. Megan Landon is also a Certified Financial Planner. Megan Landon has experience working with individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations.
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.
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.
1
2
LA
02/12/2025 - Present
Newedge Advisors (NEW ORLEANS LA)
NE
02/22/2021 - 09/01/2022
TD AMERITRADE, INC. (OMAHA NE)
BOTH
Issued 07/30/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/18/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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