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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Ash is a financial advisor with Fidelity Personal And Workplace Advisors. Margaret Ash has been in the financial services industry since October 2010. She has held positions at various firms, including New England Securities, MetLife Securities Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, UnionBanc Investment Services LLC, and Fidelity Brokerage Services LLC. Margaret Ash is registered in the state of California as a registered representative. She is also registered in the state of Texas as a registered representative. She holds the Series 6, 7, 63, and 66 licenses and the SIE exam.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
05/15/2020 - Present
Fidelity Personal AND Workplace Advisors (LARKSPUR CA)
CA
10/26/2017 - 05/28/2019
UNIONBANC INVESTMENT SERVICES, LLC (KENTFIELD CA)
CA
02/04/2016 - 10/23/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MILL VALLEY CA)
CA
01/02/2015 - 04/03/2015
METLIFE SECURITIES INC. (WALNUT CREEK CA)
CA
12/10/2010 - 01/02/2015
NEW ENGLAND SECURITIES (FOSTER CITY CA)
BOTH
Issued 06/01/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/05/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2016
Series 7 - General Securities Representative Examination
BC
Issued 12/08/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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