Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maggie? Claim Your ProfileMaggie Hoops is a financial professional with over 20 years of experience in the financial services industry. Maggie currently works at Charles Schwab & Co., Inc. and has previously worked at firms such as TD Ameritrade, Inc. and Ameritrade, Inc. Maggie is a registered representative and investment advisor representative in Nebraska and has passed the Series 3, 4, 7, 24, 63 and 66 exams. Maggie has a strong understanding of the financial markets and is committed to providing her clients with personalized 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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
IN
10/07/2021 - Present
Charles Schwab & CO., Inc. (Indianapolis IN)
NE
03/21/2006 - 07/29/2024
TD AMERITRADE, INC. (OMAHA NE)
NE
01/02/2002 - 03/22/2006
AMERITRADE, INC. (BELLEVUE NE)
NJ
09/11/2002 - 10/25/2002
DATEK ONLINE FINANCIAL SERVICES LLC (JERSEY CITY NJ)
NE
03/02/2001 - 12/31/2001
AMERITRADE (BELLEVUE NE)
BOTH
Issued 08/02/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2004
Series 24 - General Securities Principal Examination
BC
Issued 08/28/2003
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2016
Series 3 - National Commodity Futures Examination
BC
Issued 03/01/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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