Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Kurtz is a financial professional with over 30 years of experience in the industry. Margaret is registered with Equitable Advisors, LLC in Scottsdale, Arizona. Margaret previously worked with COUNTRY CAPITAL MANAGEMENT COMPANY, FARMERS FINANCIAL SOLUTIONS, LLC, MML INVESTORS SERVICES, LLC, PRUCO SECURITIES, LLC., and THE PRUDENTIAL INSURANCE COMPANY OF AMERICA. Margaret holds the Series 6, 63, 65, and SIE securities licenses and has earned the Investment Company Products/Variable Contracts Representative designation. Margaret provides financial planning, portfolio management, and pension consulting services to individuals, corporations, and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
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2
AZ
07/05/2023 - Present
Equitable Advisors, LLC (SCOTTSDALE AZ)
AZ
08/30/2019 - 12/04/2020
COUNTRY CAPITAL MANAGEMENT COMPANY (PHOENIX AZ)
AZ
01/23/2018 - 01/08/2019
FARMERS FINANCIAL SOLUTIONS, LLC (PEORIA AZ)
AZ
11/18/2010 - 12/26/2017
MML INVESTORS SERVICES, LLC (SCOTTSDALE AZ)
AZ
06/04/1990 - 11/08/2010
PRUCO SECURITIES, LLC. (PHOENIX AZ)
NJ
06/04/1990 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 08/27/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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