Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Bonner is an investment advisor representative with Equita Financial Network, Inc.. Margaret is registered in New York and holds a Series 65 license. She is a licensed investment advisor representative. Margaret's firm is a registered investment advisor with headquarters located in Fort Washington, PA. The firm's approximate total regulatory assets under management (AUM) is $283,061,181.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NY
08/20/2024 - Present
Equita Financial Network, Inc. (New York NY)
IA
Issued 08/20/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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