Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Celeste Algieri is an active registered investment advisor. She has been working in the financial industry since 1995 and is currently employed by Merrill Lynch, Pierce, Fenner & Smith Inc. She is a licensed broker in 53 states and has also held previous positions at Quick & Reilly, Inc., Legg Mason Wood Walker, Incorporated, and Dean Witter Reynolds Inc. Her expertise spans a wide range of financial products and services, including portfolio management for individuals and businesses. Margaret has a proven track record of success in the financial industry. She has a deep understanding of the markets and is committed to providing her clients with personalized financial advice and guidance.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
10/03/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WORCESTER MA)
MA
10/20/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
11/14/2000 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
MD
11/05/1996 - 09/13/2000
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
01/23/1995 - 10/11/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 08/19/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/16/2004
Series 24 - General Securities Principal Examination
BC
Issued 12/02/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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