Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Belliveau is an investment advisor representative at Homrich Berg. Megan has been working in the financial services industry since 2024 and has a Series 65 license. Megan has a background in education and experience in the NFL, XFL, and University of Maryland Athletics.
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.
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.
Strategic management for diversified investment portfolios.
Bill pay services
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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GA
01/29/2025 - Present
Homrich Berg (ATLANTA GA)
IA
Issued 08/09/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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