Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maegan? Claim Your ProfileMaegan Kathleen Bauman is an investment advisor representative at United Advisor Group, a firm with a focus on providing financial planning and portfolio management services to individuals, businesses, and institutional clients. Maegan has a background in emergency medical services, working as a firefighter paramedic for the Peoria Fire and Medical Department for several years. She holds the Series 65 license and has been working as an investment advisor representative since July 2022. Her expertise lies in helping clients achieve their financial goals through customized investment strategies.
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.
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.
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.
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AZ
09/11/2024 - Present
United Advisor Group (GILBERT AZ)
IA
Issued 06/02/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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