Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Barrett is a financial advisor registered with TLG Advisors, Inc.. Margaret has been in the financial services industry since 2016. Margaret specializes in providing financial planning services and portfolio management services for individuals, businesses and pooled investment vehicles. Margaret has a Series 6, Series 63, Series 65 and SIE license. She is registered with the state of Georgia as an Investment Advisor Representative. Margaret is also an insurance agent with FinFit Life and a Medicare agent with Spark Health. She is committed to helping clients reach their financial goals.
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.
Placement of institutional funds
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
CO
11/03/2021 - Present
TLG Advisors, Inc. (LITTLETON CO)
GA
11/14/2016 - 09/27/2021
TRANSAMERICA FINANCIAL ADVISORS, INC (Johns Creek GA)
IA
Issued 07/28/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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