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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Alexander Ashooh is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in NEW YORK, NY. Margaret has been in the financial industry for over 9 years. She is licensed in 53 states and is a registered Investment Advisor Representative in GA and TX. Margaret has a variety of experience in the financial industry, including working with Morgan Stanley Smith Barney, Barclays Capital Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Margaret specializes in providing investment advice to individuals, businesses, corporations, pension plans and insurance companies. She also provides financial planning, portfolio management, and pension consulting services.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
02/22/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
GA
05/12/2014 - 07/24/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
GA
06/15/2010 - 11/08/2012
BARCLAYS CAPITAL INC. (ATLANTA GA)
GA
06/01/2009 - 06/25/2010
MORGAN STANLEY SMITH BARNEY (ATLANTA GA)
GA
12/09/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ATLANTA GA)
BOTH
Issued 02/22/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 12/08/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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