Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meagan? Claim Your ProfileMeagan Nicole Phelps is a financial advisor with over 20 years of experience in the financial services industry. Meagan is a Certified Financial Planner™ professional who has a proven track record of providing comprehensive financial planning and investment advisory services to individuals, families, and businesses. Meagan currently works with Madison Avenue Securities, LLC, a firm with offices in San Diego and Los Angeles. Prior to joining Madison Avenue Securities, LLC, Meagan worked with Syndicated Capital, Inc. and SunAmerica Securities, Inc. Meagan has been registered with FINRA since 2001.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
07/06/2018 - Present
Madison Avenue Securities, LLC (SAN DIEGO CA)
CA
01/03/2003 - 08/10/2009
SYNDICATED CAPITAL, INC. (SANTA MONICA CA)
AZ
11/17/1999 - 01/13/2003
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 09/22/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/16/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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