Megan Alissa Shupe

Current Employers

Employment History

• 07/2014 → 05/2019
  Mwa Financial Services Inc
  Rock Island, IL
• 07/2013 → 05/2019
  Modern Woodmen Of America
  Rock Island, IL
• 06/2019 → 09/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mequon, WI
• 09/2021 → 05/2022
  Raymond James Financial Services, Inc
  Meguon, WI
• 05/2023 → Present
  Steward Partners Investment Advisory, Llc
  Mequon, WI
• 05/2022 → Present
  Steward Partners Investment Solutions, Llc
  Mequon, WI
• 09/2021 → Present
  O'HAre Wealth Management
  Mequon, WI

Other Businesses

(1)Name of Business: Address: 1249 W Liebau Road, Ste 201, Mequon, WI, 53092-3396, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 09/28/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Install insurance products (2)Name of Business: O'Hare Wealth Management Address: 1249 W Liebau Road, Ste 201, Mequon, WI, 53092-3396, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/28/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: LLC Member/Team Member (3)Name of Business: Steward Partners Global Advisory Address: 1249 W Liebau Road, Ste 201, Mequon, WI, 53092-3396, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 09/28/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Wealth Manager Affiliate

Exams

• S66 Uniform Combined State Law Examination
  2023-05-05
• S63 Uniform Securities Agent State Law Examination
  2014-08-04

Other Names

• Megan Alissa Roder
• Megan Roder