Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Valerie Tom is an investment advisor representative with LNW. Megan has been in the industry since 2014, and her current registration is in California. Megan is also a Certified Financial Planner. Megan has a series 65 license and specializes in providing financial planning, portfolio management for individuals and pooled investment vehicles and publication of periodicals.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
11/14/2017 - Present
LNW (San Francisco CA)
IA
Issued 11/14/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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