Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Durning is a registered representative and investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Megan has been in the securities industry since November 1995. Megan is licensed in 53 states and the District of Columbia. She is a registered principal and holds the Series 7, 8, 9, 10, 63, and 65 licenses. Megan is also a registered investment advisor representative in Alaska, California, Idaho, Texas, and Washington. Megan specializes in portfolio management for individuals, businesses, and pooled investment vehicles. She also provides advisory services such as performance measurement reports, allocation modeling, investment policy statements (IPS), research reports and services, and selection of other advisors.
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.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
WA
06/12/2003 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BELLEVUE WA)
IA
Issued 3/4/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/4/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 1/2/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 4/26/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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