Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Archer has been in the financial services industry since 1990 and is currently a registered representative with Wells Fargo Advisors Financial Network, LLC. Margaret is licensed to conduct business in Alabama, California, Florida, Georgia, Illinois, Indiana, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New Mexico, North Carolina, Pennsylvania, South Carolina, Texas, Utah, Vermont, Virginia, and Wisconsin. Margaret has been working with individuals, families, and businesses in the Atlanta, GA area for over 30 years. Margaret holds the Series 7, 31, 63, and 65 securities licenses. Margaret has a strong reputation for providing sound financial advice and helping clients achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
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2
GA
08/16/2019 - Present
Wells Fargo Advisors Financial Network, LLC (ATLANTA GA)
GA
05/15/2009 - 08/15/2019
WELLS FARGO CLEARING SERVICES, LLC (ATLANTA GA)
GA
09/26/1994 - 05/27/2009
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
NA
08/22/1991 - 10/05/1994
HAMILTON INVESTMENTS, INC.
NA
09/11/1990 - 04/08/1991
ALLIANCE SECURITIES CORPORATION
CO
12/19/1990 - 01/17/1991
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
NA
08/17/1990 - 10/17/1990
WHITEHOUSE & MOORE INVESTMENTS, INC.
NA
08/10/1990 - 08/23/1990
L.M. DREW & ASSOCIATES
NA
08/22/1989 - 08/09/1990
BLINDER, ROBINSON & CO., INC.
IA
Issued 12/12/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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