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Margaret C O'Brien

Foreside Fund Services, LLC

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About Margaret C O'Brien

Margaret O'Brien is a registered representative with Foreside Fund Services, LLC. Margaret is licensed to sell securities in all 50 states. Margaret has been in the industry since June 23, 2019. Margaret is a Series 7TO and Series 63 licensed representative. Margaret is registered with FINRA as well as the State of Vermont.

Firm Information

Margaret O'Brien is currently registered with Foreside Fund Services, LLC. Foreside Fund Services, LLC is a Limited Liability Company formed in 1998. It is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. It has also been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

625

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Margaret O'Brien’s Registration & Firm History

VT

06/24/2019 - Present

Foreside Fund Services, LLC (BURLINGTON VT)

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Licenses & Designations

BC

Issued 10/14/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/24/2019

Series 7TO - General Securities Representative Examination

BC

Issued 04/30/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Margaret C O'Brien.
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