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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 an investment advisor representative at Cetera Investment Advisers LLC. Megan has been in the securities industry for 7 years and holds Series 6, 63, and 65 licenses as well as the SIE exam. Megan has experience with several firms including Securian Financial Services, Inc., and Fifth Third Securities, Inc. Prior to joining Cetera, Megan worked as a financial advisor at Securian Financial Services, Inc. Cetera Investment Advisers LLC is an independent broker-dealer and registered investment advisor that offers a variety of financial services to individual and institutional clients. The firm provides financial planning, portfolio management, and investment advisory services to individuals, families, businesses, and non-profit organizations. Megan's experience and expertise in the financial services industry make her a valuable resource for clients seeking financial advice.
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 05/28/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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