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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maggie? Claim Your ProfileMaggie Scanlon is an Investment Advisor Representative at Soltis Investment Advisors, LLC. Maggie is registered with the state of Utah. Maggie has been in the financial industry since April 2014. Maggie has worked in various roles at companies such as Goldman Sachs and NGON Solutions. Maggie has a Series 65 license.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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UT
06/06/2024 - Present
Soltis Investment Advisors, LLC (Salt Lake City UT)
IA
Issued 03/28/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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