Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Ann Wilkin is a financial advisor with over 17 years of experience in the industry. Margaret is registered with Robert W. Baird & Co. Inc., and is currently licensed in both California and Texas. Margaret has held previous positions at Wells Fargo Clearing Services, LLC, Citigroup Global Markets Inc. and WM Financial Services, Inc. Margaret is dedicated to providing her clients with personalized financial advice and guidance. Margaret specializes in providing financial planning, portfolio management, and investment advisory services to a variety of clients, including individuals, families, businesses, and institutions.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Hard dollar payments for research
1
2
CA
09/08/2021 - Present
Robert W. Baird & Co. Inc. (ROSEVILLE CA)
CA
01/02/2008 - 09/14/2021
WELLS FARGO CLEARING SERVICES, LLC (EL DORADO HILLS CA)
CA
05/29/2007 - 01/17/2008
CITIGROUP GLOBAL MARKETS INC. (NORTH HILLS CA)
CA
12/07/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (NORTH HILLS CA)
CA
10/18/2005 - 12/05/2006
WELLS FARGO INVESTMENTS, LLC (NORTHRIDGE CA)
CA
09/09/2004 - 10/17/2005
WM FINANCIAL SERVICES, INC. (IRVINE CA)
IA
Issued 06/29/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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