Years of Experience
5-20+ Years
BETHESDA, MD
18 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
CHEVY CHASE, MD
6 Years Experience
0 Disclosures
ADVISOR BIO
Megan Kessler is a financial advisor with RBC Capital Markets, LLC. Megan has been in the financial services industry since 2015. Megan holds Series 7, Series 66, and SIE licenses and is registered in 38 states and the District of Columbia. Megan is also registered as an Investment Advisor Representative (IAR) in Maryland and Texas. Megan has experience providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and institutions. Megan is a member of the District of Columbia Alumni Chapter for Fairfield University.
SPECIALIZATIONS
Baltimore, MD
8 Years Experience
1 Disclosures
ADVISOR BIO
Megan Christine Pfaff is a registered representative with Morgan Stanley. Megan has been in the industry since June 2017 and has passed the Series 99 and SIE exams. Prior to her current role, Megan worked for MORGAN STANLEY & CO. LLC. Megan is registered with FINRA and has a branch office located in Baltimore, MD.
SPECIALIZATIONS
BETHESDA, MD
8 Years Experience
0 Disclosures
ADVISOR BIO
Megan Elizabeth Yoder is a financial advisor with Fidelity Personal And Workplace Advisors. Megan is licensed to provide financial advice in 31 states, including Maryland and Texas. Megan has been in the financial services industry since June 2017, previously working at Charles Schwab & Co., Inc. Megan earned her Series 7 and Series 66 licenses and has a designation as a Certified Financial Planner. Megan is active in the community and enjoys baking in her spare time.
SPECIALIZATIONS
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
STEVENSVILLE, MD
9 Years Experience
0 Disclosures
ADVISOR BIO
Megan Penn is a financial advisor with LPL Financial LLC, and has been in the financial services industry for over 7 years. Megan is registered with the state of Maryland, Virginia and is also registered with FINRA and the state of Maryland as an Investment Advisor Representative. Megan offers financial planning, portfolio management, and other non-discretionary advisory services to individuals, businesses, and charitable organizations. Megan has a strong commitment to providing her clients with personalized financial advice and guidance, and she is dedicated to helping them achieve their financial goals. Prior to joining LPL, Megan worked for KESTRA INVESTMENT SERVICES, LLC and Lincoln Financial Advisors Corporation.
SPECIALIZATIONS
North Bethesda, MD
6 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
LUTHERVILLE, MD
24 Years Experience
0 Disclosures
ADVISOR BIO
Megan Avery is a financial advisor with LPL Financial LLC in LUTHERVILLE, MD. Megan has been in the financial services industry since December 4, 2000. Prior to joining LPL Financial LLC, Megan was employed by Woodbury Financial Services, Inc., Questar Capital Corporation, Berthel, Fisher & Company Financial Services, Inc., Legacy Financial Services, Inc., and SunAmerica Securities, Inc.
SPECIALIZATIONS
ROCKVILLE, MD
0 Disclosures
ADVISOR BIO
Mehereen Hossain is a registered representative with Fidelity Personal And Workplace Advisors in ROCKVILLE, MD. Mehereen Hossain has been in the industry since 2024 and specializes in financial planning. Fidelity Personal And Workplace Advisors is a large firm with assets under management ranging from $1 billion to $10 billion. The firm provides portfolio management, financial planning, and educational seminars to a wide range of clients including high-net-worth individuals, corporations, and pension plans.
SPECIALIZATIONS
ROCKVILLE, MD
20 Years Experience
0 Disclosures
ADVISOR BIO
Mei-mei Chow is a registered representative with RBC Capital Markets, LLC in Rockville, MD. Mei-mei has been in the securities industry since July 2005. Mei-mei is also a registered investment advisor representative in Texas and Maryland. Previously, Mei-mei was associated with Wells Fargo Clearing Services, LLC in Bethesda, MD from July 2005 to June 2020.
SPECIALIZATIONS