Unclaimed
Margaret Cull is a financial professional with over 30 years of experience in the financial services industry. Margaret is currently registered with Hantz Financial Services, Inc. and has been with the firm since 1999. She is a Chartered Financial Consultant and holds Series 7 and Series 63 licenses. Margaret has experience providing financial planning and portfolio management services for individuals and businesses. She is also experienced in pension consulting and selecting other advisers.
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.
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.
1
2
MI
12/23/2013 - Present
Hantz Financial Services, Inc. (SOUTHFIELD MI)
NA
06/23/1999 - 07/15/1999
HANTZ FINANCIAL SERVICES, INC.
OH
12/15/1997 - 06/25/1999
VESTAX SECURITIES CORPORATION (HUDSON OH)
MN
07/30/1993 - 10/28/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/30/1993 - 10/28/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 08/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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