Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Anderson is a financial professional registered with Northwestern Mutual Investment Services, LLC. Margaret holds the Series 6, Series 63, and Series 79 licenses. Margaret is licensed in Hawaii and Washington. Margaret has been in the securities industry since December 2014. Margaret was previously employed by MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
HI
05/14/2024 - Present
Northwestern Mutual Investment Services, LLC (HONOLULU HI)
CA
12/16/2014 - 09/01/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALO ALTO CA)
BC
Issued 06/10/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/22/2024
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2014
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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