Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Beaufays is a financial advisor who works for Avion Wealth. Megan has been in the industry for 9 years and has experience working with a variety of clients. Megan is registered with the state of Texas and holds a Series 6, 63 and 65 license. Her areas of expertise include financial planning and portfolio management. Megan has experience working with high net worth individuals as well as individuals other than high net worth.
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.
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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TX
07/11/2021 - Present
Avion Wealth (THE WOODLANDS TX)
PA
01/11/2019 - 04/01/2020
LPL FINANCIAL LLC (PITTSBURGH PA)
PA
06/22/2015 - 05/10/2017
PNC INVESTMENTS (GREENSBURG PA)
OH
10/01/2012 - 06/17/2015
J.P. MORGAN SECURITIES LLC (COLUMBUS OH)
OH
07/11/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (TIPP CITY OH)
IA
Issued 03/23/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/10/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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