Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Gegen is an investment advisor representative with Waterloo Capital. Megan is registered in Texas and has been working in the financial industry since 2013. Megan has a Series 65 license and a SIE exam certification. Megan works with clients who are individuals and pension and profit sharing plans. Megan is a client service associate at AMG Wealth Advisors in Austin, TX and has been involved in the advisory business since July 2022.
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.
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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TX
12/19/2022 - Present
Waterloo Capital (AUSTIN TX)
IA
Issued 12/19/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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