Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Benjamin is a registered investment advisor representative at LPL Financial LLC in MANDEVILLE, LA. Margaret has over 24 years of experience in the financial services industry. Margaret is registered to provide investment advice in 18 states and is also a registered representative of LPL Financial. Margaret is a Series 6, 7, 63 and 66 licensed professional. Previously Margaret worked for CAPITAL ONE INVESTMENTS, LLC and CAPITAL ONE INVESTMENT SERVICES LLC. Margaret has held several positions at these firms before joining LPL Financial. Margaret has worked in the industry since 2000. Margaret is a valuable asset to the LPL Financial team and is dedicated to providing clients with the highest level of service and expertise.
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.
Consulting and other non-discretionary advisory services
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
LA
06/05/2014 - Present
LPL Financial LLC (MANDEVILLE LA)
LA
05/31/2008 - 06/03/2014
CAPITAL ONE INVESTMENT SERVICES LLC (COVINGTON LA)
LA
05/03/2000 - 05/31/2008
CAPITAL ONE INVESTMENTS, LLC (MANDEVILLE LA)
BOTH
Issued 08/08/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/02/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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