Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Waldrop Carter is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. located in Dothan, Alabama. Megan has been in the financial services industry since 2014 and has worked at Raymond James Financial Services, Inc. prior to joining Merrill Lynch. Megan holds Series 66, SIE, and Series 7 licenses. Megan specializes in providing investment advice and financial planning services to individuals, corporations, and institutions. Megan's services include portfolio management, performance measurement reporting, allocation modeling, 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
AL
07/02/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (DOTHAN AL)
AL
09/25/2014 - 08/16/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (DOTHAN AL)
BOTH
Issued 06/29/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/16/2016
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2014
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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