Megan Ringwelski (CRD# 6647920) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Auburn Hills, MI and has over 5 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Raymond James | Auburn Hills, MI | May 2018 - Current | 6 |
Central Michigan University | Mount Pleasant, MI | Aug 2017 - May 2018 | < 1 |
The Cup | Mount Pleasant, MI | Jan 2018 - Apr 2018 | < 1 |
Raymond James | Grand Blanc, MI | May 2017 - Aug 2017 | < 1 |
Central Michigan University | Mount Pleasant, MI | Aug 2016 - May 2017 | < 1 |
Northwestern Mutual | Grand Blanc, MI | May 2016 - Feb 2017 | < 1 |
Biggby Coffee | Mount Pleasant, MI | Jan 2016 - May 2016 | < 1 |
Central Michigan University | Mount Pleasant, MI | Aug 2015 - May 2016 | < 1 |
Target | Mount Pleasant, MI | Oct 2015 - Jan 2016 | < 1 |
Luca's Steakhouse | Grand Blanc, MI | May 2015 - Aug 2015 | < 1 |
Central Michigan University | Mount Pleasant, MI | Aug 2014 - May 2015 | < 1 |
O'kelly's Sports Bar | Mount Pleasant, MI | Sep 2014 - Apr 2015 | < 1 |
Lucky's Steakhouse | Fenton, MI | Aug 2012 - Aug 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2018 |
- MI
- TX
-
Total Assets Under Management350,042MILLIONS
-
Total Number of Accounts992,551ACCOUNTS
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Average Account Value$352,669
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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