Unclaimed
Meg Elizabeth Wheeler is a financial advisor with Cetera Investment Services LLC. Meg is registered in Alabama, Florida, Michigan and Missouri. Meg Wheeler's primary office is located in LAKE ODESSA, MI. Meg has been in the industry since December 9, 2015.
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.
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.
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MI
12/10/2015 - Present
Cetera Investment Services LLC (LAKE ODESSA MI)
BC
Issued 10/05/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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