Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Beal Rabito has been a financial advisor for over 35 years. She has a broad range of experience, having worked at several firms, including Oppenheimer & Co., Inc., R. L. Renck & Co., Inc., and Glickenhaus & Co. She has a wide range of experience, with expertise in various investment areas, including portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. She is also a registered principal with UBS Financial Services Inc. Margaret has a strong track record of success and is committed to providing her clients with personalized financial advice and guidance.
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.
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.
See schedule d - miscellaneous
1
2
NY
02/22/2023 - Present
UBS Financial Services Inc. (Scarsdale NY)
NY
05/16/1991 - 09/19/2000
GLICKENHAUS & CO. (NEW YORK NY)
NY
07/13/1990 - 04/26/1991
R. L. RENCK & CO., INC. (NEW YORK NY)
NA
02/14/1985 - 12/13/1988
OPPENHEIMER & CO., INC.
NA
05/22/1984 - 01/25/1985
L. F. ROTHSCHILD, UNTERBERG, TOWBIN
IA
Issued 02/13/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/30/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/18/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 12/10/1993
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/05/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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