Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meggan? Claim Your ProfileMeggan Elaine Jeter is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Meggan has been working in the financial services industry since 2007 and is licensed in Texas. Prior to joining Wells Fargo Advisors, Meggan worked at UBS Financial Services Inc. Meggan has passed the Series 66, Series 7, and SIE exams and is licensed to provide investment advice in Texas. Meggan specializes in providing financial advice to high-net-worth individuals, businesses, corporations, and insurance companies.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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TX
07/02/2014 - Present
Wells Fargo Advisors Financial Network, LLC (TYLER TX)
TX
02/12/2007 - 06/17/2014
UBS FINANCIAL SERVICES INC. (TYLER TX)
BOTH
Issued 04/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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