Years of Experience
5-20+ Years
NORTH BETHESDA, MD
9 Years Experience
0 Disclosures
ADVISOR BIO
Megan Hocker is an Investment Advisor Representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Megan has been in the industry since 2016 and is registered with FINRA and the Securities and Exchange Commission. Megan holds the Series 66, Series 7 and SIE licenses. Megan has experience providing a variety of financial services, including portfolio management, investment advisory services and financial planning.
SPECIALIZATIONS
Owings Mills, MD
10 Years Experience
0 Disclosures
ADVISOR BIO
Megan Mullan is a financial advisor with T. Rowe Price Associates, Inc. Megan has been in the industry since 2015 and holds Series 7, Series 66, and SIE licenses. Megan has worked with a variety of clients, including individuals, businesses, investment companies, and pooled investment vehicles. Megan specializes in providing investment advice and portfolio management services. Megan's previous employers include Harbor Investment Advisory, LLC and T. Rowe Price Investment Services, Inc.
SPECIALIZATIONS
BETHESDA, MD
19 Years Experience
0 Disclosures
ADVISOR BIO
Megan Ballogdajan is a financial advisor with UBS Financial Services Inc. She is based in Bethesda, Maryland and has been working in the financial industry since December 2006. She is registered with the Securities and Exchange Commission (SEC) and is licensed to sell securities in the following states: California, Colorado, District of Columbia, Florida, Illinois, Maryland, New York, North Carolina, Pennsylvania, and Virginia. She specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. Megan holds Series 66, SIE, and Series 7 licenses.
SPECIALIZATIONS
BETHESDA, MD
0 Disclosures
ADVISOR BIO
Megan Bleil is an Investment Advisor Representative for Pennington Partners & Co., LLC in Bethesda, MD. Megan has been working in the financial services industry since March 2007. Megan has passed the Uniform Investment Adviser Law Examination (Series 65) and is registered as an Investment Advisor in the state of Maryland.
SPECIALIZATIONS
BALTIMORE, MD
1 Years Experience
0 Disclosures
ADVISOR BIO
Megan Myers is a registered representative with M&T Securities, Inc. located in Baltimore, MD. Megan is licensed to provide securities-related advice in Maryland and is registered with FINRA as well as the state of Maryland. Megan's expertise is in Investment Banking and she has passed the Series 63, Series 79TO and SIE exams. Megan's first day of employment at M&T Securities, Inc. was April 12, 2024.
SPECIALIZATIONS
No specializations listed.
Owings Mills, MD
15 Years Experience
0 Disclosures
ADVISOR BIO
Megan Rachel Wheeler is a financial advisor with T. Rowe Price Investment Services, Inc. Megan has been in the financial industry since 2010. Megan has a Series 6, 7, 24, and 63 licenses and is registered in California and Maryland.
SPECIALIZATIONS
No specializations listed.
PHOENIX, MD
0 Disclosures
ADVISOR BIO
Megan Kopka is an investment advisor representative with Apprise Wealth Management LLC. Megan is a Registered Representative with the state of North Carolina. Megan's work experience spans multiple firms, including Raymond James Financial Services, Inc., Commonwealth Financial Network, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and AXA Advisors, LLC. She has a strong foundation in financial planning and portfolio management, with experience serving both high-net-worth individuals and other investment advisors. In addition to providing investment advice, Megan is a public speaker on financial planning.
SPECIALIZATIONS
CHEVY CHASE, MD
0 Disclosures
ADVISOR BIO
Megan Hayden is a financial advisor with Tritonpoint Wealth, LLC. Megan is registered with the state of California. Megan holds the Series 7, Series 66, and SIE licenses and is a Certified Financial Planner. Megan's previous experience includes working at Goldman Sachs and Morgan Stanley.
SPECIALIZATIONS
North Bethesda, MD
7 Years Experience
0 Disclosures
ADVISOR BIO
Megan Madden is a financial advisor with LPL Enterprise, LLC. Megan has been in the industry since 2018. Megan holds Series 7, 63, and 65 licenses. Megan is also a Certified Financial Planner. Megan is a dedicated financial advisor who is committed to helping her clients achieve their financial goals. Megan has experience working with a variety of clients, including individuals, families, and businesses. Megan is passionate about providing her clients with personalized financial advice and guidance.
SPECIALIZATIONS
ROCKVILLE, MD
14 Years Experience
0 Disclosures
ADVISOR BIO
Megan Polizzi is a financial advisor with Grove Point Investments, LLC. Megan has been in the financial services industry since May 16, 2011. Megan is registered with FINRA and has passed the Series 7, Series 66, Series 24 and SIE exams. Megan has experience with Cadaret, Grant & CO., Inc., Western International Securities, Inc., Next Financial Group, Inc., SCF Securities, Inc., Sorrento Pacific Financial, LLC, Cuso Financial Services, LP, Independent Financial Group, LLC and LPL Financial LLC.
SPECIALIZATIONS
No specializations listed.