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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megean? Claim Your ProfileMegean Caldwell is a registered representative and investment advisor representative with Cetera Investment Advisers LLC. Megean has been in the financial industry since 2006 and has a broad range of experience in investment management, financial planning, and insurance. Megean holds the Series 7, 66 and SIE licenses, and has earned her professional designations. Megean is also registered with the state of Kentucky, Ohio and Texas. Before joining Cetera Investment Advisers LLC, Megean was a registered representative at Summit Brokerage Services, Inc., where she served clients in the Florence, Kentucky area. Megean is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
1
2
OH
06/05/2024 - Present
Cetera Investment Advisers LLC (LOVELAND OH)
KY
05/02/2019 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (FLORENCE KY)
BOTH
Issued 01/11/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/02/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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