Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Connolly is a financial professional with experience in the industry. Megan is registered with Northwestern Mutual Investment Services, LLC and holds Series 7TO, Series 24, and SIE licenses. Megan’s experience and qualifications are a benefit to the firm’s clients.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
WI
03/02/2020 - Present
Northwestern Mutual Investment Services, LLC (Milwaukee WI)
BC
Issued 06/05/2020
Series 24 - General Securities Principal Examination
BC
Issued 03/02/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/20/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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