Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Weldon Waters is a financial advisor with Covenant Wealth Advisors, based in Richmond, VA. Megan is a Certified Financial Planner™ and has been in the industry since 2008. Megan has experience working with high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. Megan is also licensed in Texas and Virginia.
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.
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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VA
11/17/2021 - Present
Covenant Wealth Advisors (Richmond VA)
VA
04/02/2008 - 11/22/2021
UBS FINANCIAL SERVICES INC. (RICHMOND VA)
BOTH
Issued 05/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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