Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Pierattini is a financial advisor with over 11 years of experience in the financial services industry. Margaret is currently registered with Rockefeller Financial LLC and Rockefeller Capital Management, serving clients in California and Texas. Margaret has a broad range of experience working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Previously, Margaret was a financial advisor with First Republic Securities Company, LLC and Foreside Funds Distributors LLC. Margaret holds the Series 6, 7, 63, and 65 securities licenses and is a Certified Financial Planner. Margaret's areas of specialization include financial planning, portfolio management, and selection of other advisors.
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.
A percentage of the total value of assets under management is charged.
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2
CA
05/05/2023 - Present
Rockefeller Financial LLC (San Francisco CA)
CA
01/25/2016 - 05/24/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (SAN FRANCISCO CA)
CA
06/25/2012 - 01/15/2016
FORESIDE FUNDS DISTRIBUTORS LLC (GREENBRAE CA)
IA
Issued 12/10/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/22/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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