Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Hanslik has been in the financial industry since 2008 and is currently registered with Wells Fargo Advisors Financial Network, LLC. Margaret is a Registered Representative and Investment Advisor Representative. Margaret has a Series 7 and Series 66 license and a Series SIE certification. In addition to working with Wells Fargo Advisors Financial Network, LLC, Margaret has held positions with EDWARD JONES, MORGAN STANLEY SMITH BARNEY, and CITIGROUP GLOBAL MARKETS INC. Margaret's experience and expertise make her a valuable resource for her clients.
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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2
OH
04/01/2024 - Present
Wells Fargo Advisors Financial Network, LLC (TROY OH)
OH
08/16/2012 - 04/01/2024
WELLS FARGO CLEARING SERVICES, LLC (WESTLAKE OH)
OH
02/16/2011 - 08/23/2012
EDWARD JONES (BAY VILLAGE OH)
OH
06/01/2009 - 06/18/2010
MORGAN STANLEY SMITH BARNEY (WESTLAKE OH)
OH
08/29/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WESTLAKE OH)
BOTH
Issued 05/05/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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