Megan A. Jorgenson
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Megan Anne Jorgenson, who also goes by Megan Anne Haspert, was a registered financial professional .
Megan is a previously registered financial professional and started their career in finance in 1994. Megan had worked at 11 firms and has passed the Series 63, Series 6TO, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
November 20, 2018 - October 23, 2020
LINCOLN FINANCIAL DISTRIBUTORS, INC.
April 4, 2018 - November 16, 2018
ONEAMERICA SECURITIES, INC.
July 15, 2015 - March 9, 2018
EQUITABLE DISTRIBUTORS, LLC
November 6, 2013 - July 30, 2015
RIVERSOURCE DISTRIBUTORS, INC.
March 13, 2008 - April 13, 2011
RIVERSOURCE DISTRIBUTORS, INC.
June 9, 2006 - December 10, 2007
TRANSAMERICA CAPITAL, LLC
August 11, 2004 - May 31, 2006
ALLIANZ LIFE FINANCIAL SERVICES, LLC
April 15, 2004 - August 5, 2004
THRIVENT INVESTMENT MANAGEMENT INC.
July 9, 2001 - February 13, 2004
IDS LIFE INSURANCE COMPANY
July 9, 2001 - February 13, 2004
AMERIPRISE FINANCIAL SERVICES, LLC
February 25, 2000 - March 2, 2001
U.S. BANCORP INVESTMENTS, INC.
January 1, 1994 - January 25, 2000
TCF INVESTMENTS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 6TO
Date: 1/5/2024
Investment Company Products/Variable Contracts Representative ExaminationCurrent Firm
LINCOLN FINANCIAL DISTRIBUTORS, INC.
CRD#: 145 / SEC#: , 8-13431
Contact information
FINRA licenses (52 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | SHAREHOLDER | |
| CHRYSSIKOS, PAUL TELEMAC | SENIOR VICE PRESIDENT AND CHIEF LEGAL OFFICER | 7263748 |
| FALLER, DANIEL T | SENIOR VICE PRESIDENT, HEAD OF LFD FINANCE | 6006570 |
| GIBSON, JASON MICHAEL | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER, DISTRIBUTION | 3081880 |
| KENNEDY, JOHN CHRISTOPHER | PRESIDENT AND CHIEF EXECUTIVE OFFICER | 2213083 |
| NEPA, JARED M. | SVP, HEAD OF LIFE & MONEYGUARD DISTRIBUTION | 5157819 |
| OMORUYI, MEGAN VOGT | AVP, FINANCIAL AND OPERATIONS PRINCIPAL | 7803022 |
| SEIFERT, TIMOTHY JOHN | SENIOR VICE PRESIDENT, HEAD OF RS DISTRIBUTION | 1577571 |
| SMITH, NANCY | SECRETARY | 6140078 |
Disclosures
| Regulatory Event | 3 |
Red Flags
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