Unclaimed
Margaret Byrne has been in the financial services industry since October 16, 1999. Margaret is currently registered with J.p. Morgan Institutional Investments Inc., and is licensed to provide investment advice in all 50 states. Margaret previously worked at DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION from November 21, 1983 to February 28, 1995. Margaret holds the Series 3, 7, and 63 licenses, as well as the Securities Industry Essentials Examination.
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.
1
2
NY
01/25/2011 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
NA
11/21/1983 - 02/28/1995
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION
BC
Issued 05/25/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2016
Series 3 - National Commodity Futures Examination
BC
Issued 01/24/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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