Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Montague is a financial professional with over 20 years of experience in the industry. Currently, Margaret is registered with North Point Mergers And Acquisitions, Inc. in San Francisco, CA. Margaret has held several positions in the financial industry, including roles with McLean Securities, LLC in McLean, VA and FIDUS Securities, LLC in Charlotte, NC.
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.
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.
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2
CA
08/11/2020 - Present
North Point Mergers AND Acquisitions, Inc. (SAN FRANCISCO CA)
VA
05/08/2014 - 07/22/2020
MCLEAN SECURITIES, LLC (MCLEAN VA)
NC
06/03/2010 - 12/31/2013
FIDUS SECURITIES, LLC (CHARLOTTE NC)
NC
01/04/2008 - 04/06/2010
CIT CAPITAL SECURITIES LLC (CHARLOTTE NC)
NC
09/16/2004 - 12/31/2007
EVP SECURITIES, LLC (CHARLOTTE NC)
NY
09/04/2001 - 03/11/2004
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
BC
Issued 10/28/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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