Megan E. Davis
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 Elizabeth Davis, who also goes by Megan Davis, was a registered financial professional .
Megan is a previously registered financial professional and started their career in finance in 2012. Megan had worked at 3 firms and has passed the Series 63, Series 99TO, 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 15, 2018 - October 16, 2023
REHMANN FINANCIAL NETWORK, LLC
July 24, 2014 - November 16, 2018
AXCELUS FINANCIAL DISTRIBUTION COMPANY
April 20, 2012 - July 25, 2014
VANGUARD MARKETING CORPORATION
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 99TO
Date: 1/2/2023
Operations Professional ExaminationCurrent Firm
REHMANN FINANCIAL NETWORK, LLC
CRD#: 165027 / SEC#: , 8-69134
Contact information
FINRA licenses (29 States and Territories)
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
