Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Carter is a financial professional with over 10 years of experience in the financial services industry. Margaret has worked for several firms, including Thrivent Investment Management Inc. and Arete Wealth Management. Margaret is currently a Financial Professional at Cetera Investment Advisers LLC and Altus Wealth Management. Margaret is a registered representative and investment advisor representative in the state of New Mexico. Margaret specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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.
1
2
NM
05/13/2024 - Present
Cetera Investment Advisers LLC (ALBUQUERQUE NM)
IL
02/04/2020 - 09/28/2023
THRIVENT INVESTMENT MANAGEMENT INC. (Chicago IL)
IL
10/16/2013 - 01/31/2020
ARETE WEALTH MANAGEMENT, LLC (Chicago IL)
BOTH
Issued 11/10/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/16/2013
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
Not sure Margaret Carter is the right advisor for you? Invested Better is here to help.
