Unclaimed
Margaret Hendrix is a financial advisor with Churchill Financial, LLC. Margaret has been in the industry since 1981 and holds the Series 7, Series 63, and SIE licenses. Margaret is registered in 6 states. In addition to serving clients in Kentucky, Margaret is also registered to provide services in Alabama, California, Michigan, Oregon, Texas, and Washington. Margaret works with both individuals and high-net-worth clients. Margaret's previous experience includes a role with Dean Witter Reynolds Inc. in Purchase, New York.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
KY
12/19/1997 - Present
Churchill Financial, LLC (LOUISVILLE KY)
NY
08/22/1980 - 07/01/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 09/06/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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