Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Davidson Smith is a registered representative of Charles Schwab & Co., Inc. in Nebraska and has been in the financial services industry since March 31, 2008. Megan is licensed to offer securities and investment advice in Nebraska and other states. Megan has been a distributor for Young Living Essential Oils since December 11, 2017, and also provides customer service for Rural Media Group.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
NE
02/04/2022 - Present
Charles Schwab & CO., Inc. (Papillion NE)
NE
04/01/2008 - 12/31/2023
TD AMERITRADE, INC. (OMAHA NE)
BOTH
Issued 02/05/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/07/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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