Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Emmet is a financial advisor with over 20 years of experience in the financial services industry. Margaret has a strong track record of providing comprehensive financial advice to individuals, families, and businesses. She is also a registered representative with LPL Financial. Margaret is committed to helping her clients achieve their financial goals. She offers a wide range of services, including financial planning, investment management, and retirement planning. Margaret holds a Series 6, 7, 63, and 65 licenses. She is also a member of the Financial Planning Association and the National Association of Personal Financial Advisors. Margaret is dedicated to providing her clients with the highest level of service and support. She takes a personalized approach to financial planning, working closely with her clients to understand their unique needs and goals. Margaret is currently affiliated with Maryland Financial Group, Inc. and LPL Financial. She has been with Maryland Financial Group since July 2020. Before that, Margaret was with Transamerica Financial Advisors, Inc. and MML Investors Services, LLC.
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.
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
MD
07/21/2020 - Present
Maryland Financial Group, Inc. (ROCKVILLE MD)
FL
07/09/2014 - 05/11/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (JACKSONVILLE FL)
FL
04/14/2009 - 07/15/2014
MML INVESTORS SERVICES, LLC (JACKSONVILLE FL)
NY
07/10/1998 - 02/23/2006
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 06/30/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2013
Series 7 - General Securities Representative Examination
BC
Issued 04/13/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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