She currently holds her FINRA Series 6,7, 63, & 66 registrations. Megan is also a CERTIFIED FINANCIAL PLANNERTM. In order to hold this designation, she is held to the CFP® Code of Conduct and is considered a fiduciary. Meaning she has both a legal and ethical obligation to recommend what is in the client’s best interest. She also holds a Chartered Financial Consultant® (ChFC®) designation through the American College.