Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Gerhardt is a financial professional with over 3 years of experience in the industry. Margaret currently works for SEI Investments Distribution Co. located in OAKS, PA. Margaret has held previous positions at MCMG CAPITAL ADVISORS, INC. and DFA SECURITIES LLC. Margaret holds Series 7, 24, 50, and 99TO licenses.
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.
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.
1
2
PA
10/26/2022 - Present
SEI Investments Distribution Co. (OAKS PA)
VA
09/21/2021 - 10/10/2022
MCMG CAPITAL ADVISORS, INC. (RICHMOND VA)
TX
06/27/2019 - 08/27/2021
DFA SECURITIES LLC (AUSTIN TX)
BC
Issued 01/31/2022
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 05/13/2022
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 06/27/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/12/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Margaret Gerhardt is the right advisor for you? Invested Better is here to help.
