Megan Marie Ward

Current Employers

Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-11-27
CA	RA	APPROVED	2018-11-29

TX RA
APPROVED

Since 2024-11-27
CA RA
APPROVED

Since 2018-11-29

Branch Locations

Oceanside, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
New York Life Insurance	San Diego	CA	09/2009	Present
Nylife Securities Llc	San Diego	CA	06/2010	Present
Eagle Strategies Llc	San Diego	CA	11/2018	Present
Mw Financial & Insurance Solutions	San Diego	CA	01/2020	Present

09/2009 → Present

New York Life Insurance

San Diego, CA
06/2010 → Present

Nylife Securities Llc

San Diego, CA
11/2018 → Present

Eagle Strategies Llc

San Diego, CA
01/2020 → Present

Mw Financial & Insurance Solutions

San Diego, CA

Other Businesses

[INSURANCE BROKERING; INSURANCE BROKERAGE. THE SALE OF INSURANCE PRODUCTS NOT OFFERED BY NYL; 4365 EXECUTIVE DR. STE 800 SAN DIEGO CA 92121; START DATE 06/2014; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 10 HOURS PER MONTH; 10 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [OPERATING UNDER THE DBA NAME OF MW FINANCIAL & INSURANCE SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; SAN DIEGO, CA; START DATE: 01/2020]

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-11-16
S63	Uniform Securities Agent State Law Examination	2010-06-10

S66 Uniform Combined State Law Examination

2018-11-16
S63 Uniform Securities Agent State Law Examination

2010-06-10

Designations

View on SEC IAPD