Megan KaplanCRD Number: 7066355
Current Firm: Charles Schwab & Company, Inc.
Megan Kaplan (CRD# 7066355) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Huntington Station, NY and has over 3 years of experience in the finance industry.
Park Avenue Securities LLC
Cetera Advisor Networks LLC
American Portfolios Advisors, Inc.
|Charles Schwab & Company, Inc.||Lake Grove, NY||Sep 2020 - Current||2|
|Charles Schwab Bank, Ssb||Lake Grove, NY||Sep 2020 - Current||2|
|Bank Of America, N.a.||Melville, NY||Apr 2019 - Sep 2020||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Melville, NY||Jan 2019 - Sep 2020||1|
|Kaplan Management||Commack, NY||Nov 2016 - Jan 2019||2|
|Long Island University||Brookville, NY||Sep 2014 - Dec 2017||3|
|Sudler||New York, NY||Jun 2016 - Nov 2016||< 1|
|Young And Rubicam Inc.||New York, NY||Jun 2016 - Nov 2016||< 1|
|Life's Worc||Garden City, NY||Jun 2010 - May 2016||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2019|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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