Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Slatter is an investment advisor representative at Crewe Advisors, LLC. Megan has been in the industry since 2011 and has experience working with individuals, corporations, and charitable organizations. Megan is registered with the state of Utah. She is committed to providing her clients with personalized financial planning and investment management services. Megan is also a Series 65 and Series 7 licensed representative.
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.
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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UT
06/20/2018 - Present
Crewe Advisors (SALT LAKE CITY UT)
UT
06/17/2013 - 06/16/2015
BRUCE A. LEFAVI SECURITIES, INC. (SALT LAKE CITY UT)
IA
Issued 12/08/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/2015
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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