Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meghan? Claim Your ProfileMeghan Marie Hanes is a financial advisor with over 14 years of experience in the industry. Meghan is currently registered with Valmark Advisers, Inc. and Boulay Financial Advisors, LLC. Meghan is also a licensed investment advisor representative in Minnesota, New York, and Texas. Meghan specializes in financial planning, investment management, and consulting services for individuals, businesses, and retirement plans. Meghan has a broad range of experience in the financial services industry and is committed to providing her clients with personalized, high-quality advice.
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.
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.
Consulting
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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2
MN
11/02/2021 - Present
Valmark Advisers, Inc. (Eden Prairie MN)
MA
07/18/2007 - 11/23/2020
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
IA
Issued 05/28/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2009
Series 7 - General Securities Representative Examination
BC
Issued 07/17/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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