Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Jordan Bach is an investment advisor representative with Cetera Investment Advisers LLC. Megan has been in the securities industry since 2012 and is registered with the state of New York. Megan is also a registered insurance agent and works with clients on fixed insurance through EP Jordan & Associates. In addition to investment advising, Megan is also involved in community activities, serving as VP Finance of the Hickory Hill Swim & Tennis Club and as a co-troop leader for the Girl Scouts USA.
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
NY
06/29/2023 - Present
Cetera Investment Advisers LLC (BUFFALO NY)
NY
01/19/2012 - 09/03/2013
TOWER SQUARE SECURITIES, INC. (BUFFALO NY)
BC
Issued 12/11/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/23/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/5/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/1/2016
Series 52 - Municipal Securities Representative Examination
BC
Issued 1/18/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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