Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Hand is a financial advisor with Equity Services, Inc. Megan has been in the industry since 2019 and has a combined total of 10 approved registrations in the US states of Alabama, Connecticut, Florida, Maryland, Massachusetts, New Hampshire, New York, Texas, Vermont and Virginia. Megan is also a Registered Investment Advisor in the state of Vermont. Megan has Series 7TO, Series 66 and SIE licenses. Megan is a CERTIFIED FINANCIAL PLANNER™ and has a strong understanding of financial planning, portfolio management and insurance. Megan has experience working with a variety of clients, including individuals, families, businesses, and charitable organizations. Megan's clients appreciate her personalized approach and her commitment to helping them achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
VT
09/14/2020 - Present
Equity Services, Inc. (COLCHESTER VT)
BOTH
Issued 09/14/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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