Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Vrane is a financial advisor with Raymond James Financial Services Advisors, Inc., located in Boynton Beach, FL. Margaret has over 30 years of experience in the financial services industry. She has a Series 7 and Series 63 license and is registered to provide investment advice in 19 states, including California, Florida, New York, and Texas. Margaret specializes in providing financial planning, portfolio management, and retirement planning services to individuals, families, and businesses. Margaret's firm, Raymond James Financial Services Advisors, Inc., has over 5,000 advisors nationwide and has a reputation for providing a high level of service to its clients.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
06/11/2009 - Present
Raymond James Financial Services Advisors, Inc. (Boynton Beach FL)
NJ
05/17/1994 - 12/07/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
04/24/1990 - 05/19/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 11/09/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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