Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Duquesnay is a financial advisor at Ritholtz Wealth Management. Margaret is a Certified Financial Planner™ and has been in the financial industry since 2004. Margaret is a registered investment advisor in Louisiana. Margaret has previously worked at UBS Financial Services Inc. Margaret is a board member and treasurer for Citizens for 1 Greater New Orleans. Margaret is a volunteer board member and treasurer for St. Charles Center for Faith + Action. Margaret also writes and blogs for Belle Curve, 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.
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.
Good advice; liftoff - automated advisory services
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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LA
06/06/2018 - Present
Ritholtz Wealth Management (New Orleans LA)
NY
09/05/2007 - 05/13/2009
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
10/12/2004 - 08/29/2007
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
BOTH
Issued 11/18/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/01/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/11/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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