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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Ann Dubil is a financial advisor with Stifel, Nicolaus & Company, Inc. based in BALTIMORE, MD. Margaret is registered in Maryland and Virginia and has a wealth of experience in the financial industry, having worked with clients since 1999. Margaret has held a variety of positions at firms like UBS FINANCIAL SERVICES INC. and RAYMOND JAMES & ASSOCIATES, INC. With several professional designations, she holds Series 3, 4, 7, 9, 10, 24, 52TO, 53 and 66 licenses. Margaret has a strong focus on providing financial planning, portfolio management, and educational seminars to individuals, families, and businesses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
05/15/2014 - Present
Stifel, Nicolaus & Company, Inc. (BALTIMORE MD)
MD
04/10/2014 - 05/10/2014
LINCOLN FINANCIAL ADVISORS CORPORATION (LUTHERVILLE MD)
NJ
07/11/2007 - 06/15/2012
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
PA
02/12/2007 - 06/29/2007
RAYMOND JAMES & ASSOCIATES, INC. (PHILADELPHIA PA)
PA
11/11/2005 - 02/16/2007
CAPITAL ANALYSTS, INCORPORATED (RADNOR PA)
MD
01/19/1999 - 10/19/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 11/20/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/19/2006
Series 4 - Registered Options Principal Examination
BC
Issued 12/12/2005
Series 24 - General Securities Principal Examination
BC
Issued 02/14/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/27/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2005
Series 3 - National Commodity Futures Examination
BC
Issued 11/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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