Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Alice McRae Hoy is a financial advisor currently registered with Edward Jones. Margaret has a history of working in the financial services industry since 2014, with previous experience at GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC. and WELLS FARGO INVESTMENTS, INC. Margaret has a variety of licenses and certifications, including the Series 7, Series 63, Series 65 and SIE exams. Margaret holds the designation of Chartered Financial Analyst. Margaret provides financial advice to a variety of clients, including individuals, businesses, corporations, charitable organizations, pension plans and investment clubs. Margaret provides services such as financial planning, portfolio management, and selection of other advisors. Margaret is registered to provide investment advice in Missouri and Washington.
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.
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.
See schedule d - miscellaneous
1
2
WA
11/13/2024 - Present
Edward Jones (Seattle WA)
MO
10/09/2015 - 06/22/2016
GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC. (ST. LOUIS MO)
BC
Issued 07/17/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/13/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/06/2023
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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