Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Molloy is an active registered representative in District of Columbia, Maryland, and Virginia. Margaret is also a registered investment advisor in District of Columbia. She has been in the industry since February 2021 and has experience with Morgan Stanley and currently works at Oppenheimer & Co. Inc. Margaret has a strong focus on helping clients reach their financial goals with financial planning, portfolio management, and selection of other advisors. She holds a Series 66, Series 99, Series 7, Series 10 and Series 9 licenses.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
DC
12/06/2023 - Present
Oppenheimer & Co. Inc. (WASHINGTON DC)
DC
02/08/2021 - 11/29/2023
MORGAN STANLEY (Washington DC)
BOTH
Issued 07/23/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/15/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/30/2023
Series 99TO - Operations Professional Examination
BC
Issued 02/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/20/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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