Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Charlotte Thomas is a financial advisor with over 16 years of experience in the industry. Margaret currently works with MML Investors Services, LLC, a firm with offices in Springfield, MA. Previously, she worked with LPL Financial LLC. Margaret has a Series 6, Series 63, and SIE license. She has been registered as a broker in Delaware, Florida, New York and Vermont. Margaret has expertise in a variety of financial areas, including financial planning, asset allocation, portfolio management for individuals and businesses, and pension consulting.
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.
Asset allocation programs
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.
Solicitors fees
1
2
VT
01/18/2024 - Present
MML Investors Services, LLC (SAINT ALBANS VT)
VT
05/14/2007 - 11/27/2023
LPL FINANCIAL LLC (ST. ALBANS VT)
BC
Issued 09/13/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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