Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret (beth)? Claim Your ProfileMargaret Phillips is a financial professional with over five years of experience in the industry. Margaret has a strong background in operations and holds the Series 99 and SIE exams. She is currently employed by Wells Fargo Securities, LLC in the Charlotte, NC branch office.
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.
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.
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NC
10/31/2017 - Present
Wells Fargo Securities, LLC (CHARLOTTE NC)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2017
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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