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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Anne Woodlief is a registered representative and investment advisor representative with Fidelity Personal and Workplace Advisors. Margaret Anne Woodlief has been in the industry for over 11 years and has been with Fidelity Personal and Workplace Advisors since July 2018. Margaret Anne Woodlief holds the Series 7, 9, 10, 63, and 66 securities licenses and the SIE exam. Margaret Anne Woodlief has experience working in both brokerage and investment advisory roles. Margaret Anne Woodlief specializes in providing financial planning, portfolio management, and investment advice to individuals, businesses, and retirement plans.
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.
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.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
OH
11/12/2010 - 02/07/2013
FIDELITY BROKERAGE SERVICES LLC (WOODMERE VILLAGE OH)
BOTH
Issued 11/07/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/28/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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