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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 Gilliland is a financial advisor at Wells Fargo Clearing Services, LLC. Margaret is also a Registered Representative of Wells Fargo Advisors LLC and has been in the financial services industry since 1985. Margaret has a broad range of experience and expertise in financial planning and investment management. She is committed to providing personalized advice and guidance to help her clients achieve 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.
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.
Investment consulting services to institutional clients
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
OH
04/21/2011 - Present
Wells Fargo Clearing Services, LLC (ASHTABULA OH)
OH
11/27/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ASHTABULA OH)
PA
05/01/2006 - 09/05/2007
UBS FINANCIAL SERVICES INC. (PITTSBURGH PA)
PA
10/01/1999 - 05/01/2006
WACHOVIA SECURITIES, LLC (SEWICKLEY PA)
NC
01/01/1991 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NA
12/14/1990 - 01/01/1991
BUTCHER & SINGER INC.
NY
04/29/1988 - 12/21/1990
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
10/26/1984 - 06/07/1988
PAINEWEBBER INCORPORATED
IA
Issued 03/23/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/18/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe 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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