Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meghan? Claim Your ProfileMeghan Kocjan is a financial advisor affiliated with Northwestern Mutual Investment Services, LLC. Meghan has been in the financial services industry since August 2020. Meghan has a strong foundation in financial knowledge, having passed the Series 63, Series 7, and Series 6 exams. Meghan is registered with the Financial Industry Regulatory Authority (FINRA) and holds active registrations in 25 states. Meghan's primary branch office is located in Albany, NY.
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.
Investment research; referrals to other advisers
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.
Referral fees
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2
NY
08/14/2020 - Present
Northwestern Mutual Investment Services, LLC (Albany NY)
BC
Issued 09/25/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/12/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/24/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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