Invested Better
Unclaimed

Unclaimed

Unclaimed

Megan Sara Vassallo

Nylife Securities LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Megan? Claim Your Profile

About Megan Sara Vassallo

Megan Vassallo is a financial advisor with Nylife Securities LLC. Megan has been in the financial services industry since October 10, 2015. Megan is registered to sell securities in Minnesota. Megan holds the following licenses: Series 6, Series 63, and SIE. Megan has a previous work experience with LPL Financial LLC.

Firm Information

Megan Vassallo is currently registered with Nylife Securities LLC. Nylife Securities LLC is a Limited Liability Company formed in 2007, registered in 51 states and the SEC. The firm has been involved in 13 regulatory events and 7 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

4,464

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Megan Vassallo’s Registration & Firm History

NY

11/03/2015 - Present

Nylife Securities LLC (NEW YORK NY)

MN

09/15/2014 - 10/07/2014

LPL FINANCIAL LLC (BLOOMINGTON MN)

Not sure if Megan Sara Vassallo is right for you?

Licenses & Designations

BC

Issued 09/30/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/15/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Megan Sara Vassallo.
Not sure if Megan Sara Vassallo is right for you?