Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Amelia Carter is a financial professional with over 10 years of experience in the industry. Margaret is currently registered with Cetera Investment Advisers LLC and is based in Albuquerque, New Mexico. Prior to joining Cetera, Margaret worked with Thrivent Investment Management Inc. in Chicago, Illinois and Arete Wealth Management, LLC, also in Chicago. Margaret holds a Series 66, Series 7, Series 99, and Series 99TO licenses and is a member of FINRA. Margaret specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. Margaret's expertise in these areas allows her to provide comprehensive financial solutions to 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.
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.
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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 5/10/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/6/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/16/2013
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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