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 Snead is an investment advisor representative with Cary Street Partners, a firm based in Richmond, Virginia. Margaret has over 20 years of experience in the financial services industry. She is licensed in Virginia as both a broker-dealer and an investment advisor. Margaret is a highly experienced professional with a deep understanding of the financial markets. Margaret is committed to providing her clients with personalized financial advice and investment strategies designed to help them achieve their financial goals.
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.
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.
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.
Revenue sharing with certain third parties
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2
VA
08/05/2015 - Present
Cary Street Partners (RICHMOND VA)
MO
10/01/1999 - 09/20/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
06/05/1990 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
BOTH
Issued 06/17/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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