Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret B. McCarver is a financial advisor with Raymond James & Associates, Inc. Margaret has over 23 years of experience in the financial services industry. Margaret specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, and businesses. Margaret has a deep understanding of the financial markets and is committed to helping clients achieve their financial goals. Margaret is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, 9, 10, 24, 63, and 65 licenses. Margaret is also a registered representative of Raymond James & Associates, Inc.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
02/13/2013 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
TN
12/24/2009 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
TN
08/14/2000 - 11/25/2009
UBS FINANCIAL SERVICES INC. (JACKSON TN)
NY
07/19/1999 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
IA
Issued 07/14/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2016
Series 24 - General Securities Principal Examination
BC
Issued 05/16/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/24/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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