Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Vitrano is a financial professional with over 20 years of experience in the industry. Margaret has a strong track record of providing investment advice and financial planning services to clients. Currently, Margaret is registered with Franklin Distributors, LLC. Prior to that, Margaret worked at a number of firms, including Citigroup Global Markets Inc., Schroder & Co. Inc., Dillon, Read & Co. Inc. and Morgan Stanley & Co., Incorporated. Margaret holds FINRA Series 63, 65, 7 and SIE licenses.
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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2
FL
12/01/2005 - Present
Franklin Distributors, LLC (FORT LAUDERDALE FL)
NY
08/10/2000 - 12/01/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
09/04/1997 - 05/11/2000
SCHRODER & CO. INC. (NEW YORK NY)
CT
10/19/1993 - 08/10/1994
DILLON, READ & CO. INC. (STAMFORD CT)
NY
05/21/1992 - 10/21/1993
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
BC
Issued 10/02/1997
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/24/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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