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MG

Megan E. Goelzer

XR SECURITIES LLC
Chicago, IL 60661-5704
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CRD#: 6857765
MG

Professional summary


Megan Elizabeth Goelzer, who also goes by Megan Goelzer, is a registered financial professional currently at XR SECURITIES LLC located in Chicago, Illinois.

Megan is registered as a RR (Registered Representative) and started their career in finance in 2017. Megan has worked at 3 firms and has passed the SIE, Series 57 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Megan Goelzer

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Megan Elizabeth Goelzer's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

January 9, 2023 - Present

XR SECURITIES LLC

Office #1: 550 West Jackson Boulevard #1000, Chicago, IL 60661-5704
BD
CRD#: 145357
Chicago, IL
Past

April 15, 2020 - January 3, 2022

OPTIVER US LLC

BD
CRD#: 128030
CHICAGO, IL
Past

October 5, 2017 - March 27, 2020

GROUP ONE TRADING LLC

BD
CRD#: 37484
CHICAGO, IL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 57
Date: 10/5/2017
Securities Trader Exam
Principal/Supervisory Exam
SRO Registrations
RR
Cboe Exchange, Inc.
SRO Registrations
RR
FINRA

Current Firm


XS
XR SECURITIES LLC
RHOBD LLC | XR SECURITIES LLC

CRD#: 145357 / SEC#: , 8-67724

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
550 West Jackson Boulevard #1000, Chicago, IL 60661-5704
Mailing Address
550 West Jackson Boulevard #1000, Chicago, IL 60661-5704
Phone number
(312) 244-4500
Established
Delaware since 05/18/2005
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
XR GROUP LLCMEMBER
BROSNAN, JOHN KEVINCHIEF OPERATING OFFICER4477913
DRURY, LUTHER DOUGLASMANAGING MEMBER2517034
HARABURDA, MATTHEW WALTERPRESIDENT5912062
VIVIRITO, FRANK JOSEPHCHIEF COMPLIANCE OFFICER5596447

Disclosures


Regulatory Event6

Red Flags


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Company Information


XR SECURITIES LLC

CRD#: 145357Chicago, IL 60661-5704

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