Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Steinbach is a registered representative with BNY Mellon Securities Corp. Megan has been in the financial services industry since 2013 and is licensed to sell securities in Florida, Oklahoma, and Texas. Megan's primary focus is on providing portfolio management services to individuals and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
A percentage of the total value of assets under management is charged.
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NY
02/06/2023 - Present
BNY Mellon Securities Corp. (NEW YORK NY)
TX
07/17/2013 - 04/24/2017
FROST BROKERAGE SERVICES, INC. (DALLAS TX)
BC
Issued 05/10/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/24/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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