Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maggie? Claim Your ProfileMaggie Rhea Parker is a financial advisor with over 12 years of experience in the industry. Maggie currently works at Ameritas Advisory Services, LLC. Maggie has held several positions in the financial services industry, including roles with E*TRADE Securities LLC, LPL Financial LLC, Vanguard Marketing Corporation, and Fidelity Brokerage Services LLC. Maggie is licensed in Florida and Nebraska as an Investment Advisor Representative. Maggie has passed Series 66, Series 7, and SIE exams.
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.
Solicitor fees
1
2
FL
04/13/2023 - Present
Ameritas Advisory Services, LLC (POMONA PARK FL)
FL
02/27/2020 - 10/14/2022
E*TRADE SECURITIES LLC (Temple Terrace FL)
FL
04/08/2019 - 05/17/2019
LPL FINANCIAL LLC (PALATKA FL)
AZ
11/06/2015 - 04/20/2017
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
AZ
05/04/2010 - 09/01/2015
FIDELITY BROKERAGE SERVICES LLC (SCOTTSDALE AZ)
FL
05/20/2009 - 09/29/2009
EDWARD JONES (JACKSONVILLE FL)
BOTH
Issued 05/29/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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