Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Whitney is a registered representative with Foreside Fund Services, LLC in Newport Beach, CA. Margaret has been in the industry since June 2022 and has successfully passed the Series 7, Series 63, and SIE exams. Margaret holds active licenses in all 50 states.
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.
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.
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CA
06/06/2022 - Present
Foreside Fund Services, LLC (Newport Beach CA)
BC
Issued 06/24/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/04/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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