Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maegan? Claim Your ProfileMaegan Stead is a financial advisor at Ameriprise Financial Services, LLC, and has over 2 years of experience in the industry. Maegan has a Series 6 and Series 63 license. Maegan specializes in a variety of financial services, including asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and other services. Maegan's previous experience includes roles at FBL Marketing Services, LLC and National Planning Corporation.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MS
05/29/2024 - Present
Ameriprise Financial Services, LLC (Starkville MS)
MS
07/23/2021 - 11/15/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Starkville MS)
MT
10/29/2019 - 12/26/2019
FBL MARKETING SERVICES, LLC (Great Falls MT)
MS
02/24/2016 - 11/09/2017
NATIONAL PLANNING CORPORATION (COLUMBUS MS)
BC
Issued 04/12/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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