Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Sloma is a financial advisor with Cetera Investment Advisers LLC. Megan has been in the financial services industry since June 2016. Megan has passed the Series 6, Series 63, Series 65, and SIE exams. Prior to joining Cetera Investment Advisers LLC, Megan was employed by Securian Financial Services, Inc. and Fifth Third Securities, Inc. Megan has a client base of high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, charitable organizations, and banking or thrift institutions.
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.
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2
IN
09/13/2023 - Present
Cetera Investment Advisers LLC (SOUTH BEND IN)
IN
01/20/2022 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (SOUTH BEND IN)
MI
03/02/2016 - 10/19/2021
FIFTH THIRD SECURITIES, INC. (NILES MI)
IA
Issued 5/28/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/20/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/2/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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