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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 Catherine Thomsen is a financial professional with over 15 years of experience in the industry. Margaret has a strong background in providing investment advice and portfolio management services to a variety of clients, including individuals, corporations, and institutions. Margaret is currently registered with Nuveen Asset Management, LLC. Prior to joining Nuveen, Margaret held positions at INVESCO CAPITAL MARKETS, INC., INVESCO DISTRIBUTORS, INC., and SUNAMERICA CAPITAL SERVICES, INC.. Margaret is a licensed and registered representative in all 50 states and holds a variety of securities licenses, including Series 6, Series 7, Series 24, Series 51, and Series 63.
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.
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.
Strategic management for diversified investment portfolios.
Model portfolio advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
07/02/2015 - Present
Nuveen Asset Management, LLC (CHICAGO IL)
IL
12/05/2013 - 06/12/2015
INVESCO CAPITAL MARKETS, INC. (DOWNERS GROVE IL)
IL
08/12/2010 - 06/12/2015
INVESCO DISTRIBUTORS, INC. (DOWNERS GROVE IL)
CA
10/15/2007 - 07/09/2010
SUNAMERICA CAPITAL SERVICES, INC. (WOODLAND HILLS CA)
IA
Issued 07/25/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/26/2019
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/24/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2010
Series 7 - General Securities Representative Examination
BC
Issued 10/12/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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