Megan Marie Smith

Current Employers

Employment History

• 10/2011 → 07/2019
  Stockman Bank Of Montana
  Billings, MT
• 07/2019 → 04/2022
  First Financial Equity Corporation
  Billings, MT
• 04/2022 → Present
  Cetera Wealth Services, Llc
  Billings, MT
• 06/2014 → Present
  Advocare
  Billings, MT
• 08/2020 → Present
  Limelife By Alcone
  Billings, MT
• 01/2022 → Present
  Sitzman Bonner Wealth Management Group
  Billings, MT
• 01/2022 → Present
  Ffec Wealth Partners
  Billings, MT
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-07-08 → 2022-04-20
  Ffec Wealth Partners Llc
  Billings, MT

Other Businesses

1. NAME OF OTHER BUSINESS: ADVOCARE INVESTMENT RELATED: NO ADDRESS: BILLINGS, MT 59101 NATURE OF BUSINESS: HEALTH AND WELLNESS VITAMINS AND SUPPLEMENTS START DATE: 6/2014 POSITION/TITLE/RELATIONSHIP: DISTRIBUTOR APX NUMBER OF HOURS PER WEEK: MINIMAL APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL BRIEF DESCRIPTION OF DUTIES: SALES; 2. NAME OF OTHER BUSINESS: LIMELIFE BY ALCONE INVESTMENT RELATED: NO ADDRESS: BILLINGS, MT 59101 NATURE OF BUSINESS: USE AND SELL MAKE UP AND SKIN CARE START DATE: 8/2020 POSITION/TITLE/RELATIONSHIP: DISTRIBUTOR APX NUMBER OF HOURS PER WEEK: 3 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: USE AND SELL MAKE UP AND SKIN CARE; 3. NAME OF OTHER BUSINESS: NOTARY INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: NOTARY START DATE: 10/2017 POSITION/TITLE/RELATIONSHIP: NOTARY APX NUMBER OF HOURS PER WEEK: MINIMAL APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL BRIEF DESCRIPTION OF DUTIES: NOTARY; 4. NAME OF OTHER BUSINESS: SITZMAN BONNER WEALTH MANAGEMENT GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INVESTMENT OF SECURITIES WORKING WITH CLIENTS START DATE: 1/2022 POSITION/TITLE/RELATIONSHIP: REGISTERED CLIENT ASSOCIATE APX NUMBER OF HOURS PER WEEK: 30 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: REGISTERED CLIENT ASSOCIATE; 5. NAME OF OTHER BUSINESS: FFEC WEALTH PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL ADVISORS START DATE: 1/2022 POSITION/TITLE/RELATIONSHIP: REGISTERED CLIENT ASSOCIATE APX NUMBER OF HOURS PER WEEK: 30 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: REGISTERED BRANCH MANAGER ASSISTANT - ASSIST THE BRANCH MANAGER AND THE BRANCH WITH WHATEVER IS NEEDED, REGISTERED CLIENT ASSOCIATE - INVESTMENT OF SECURITIES WORKING WITH CLIENTS. SOCIAL MEDIA MARKETING ASSISTANT - WORK WITH THE MARKETING TEAM, ASSIST AND HELP WHEREVER IS NEEDED; 6. NAME OF OTHER BUSINESS: THE SAAVY WEALTH PLANNERS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 09/2024; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 30; APX NUMBER OF HOURS DURING TRADING HOURS: 30; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERIVCES; 7. NAME OF OTHER BUSINESS: INTELETRAVEL, INVESTMENT RELATED: NO, ADDRESS: SAME AS RESIDENTIAL LOCATION, NATURE OF BUSINESS: TRAVEL, START DATE: 04/2025, POSITION/TITLE/RELATIONSHIP: INDEPENDENT TAVEL AGENT, APX NUMBER OF HOURS PER WEEK: 10, APX NUMBER OF HOURS DURING TRADING HOURS: 0, BRIEF DESCRIPTION OF DUTIES: BOOK TRAVEL FOR VACATIONS.;

Exams

• S66 Uniform Combined State Law Examination
  2020-10-19

Other Names

• Megan Marie Hardy
• Megan Smith