Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Elizabeth Blisard is an experienced financial professional with over 25 years in the industry. Margaret has a wide range of experience in the financial industry, including working with Janney Montgomery Scott LLC. Margaret is registered with the Securities and Exchange Commission (SEC) and holds Series 63, 65, 7, 9, and 10 licenses. Margaret is also registered as an Investment Adviser Representative (IAR) in several states. Margaret specializes in providing financial planning, investment management, and portfolio management services for individuals, businesses, and institutions.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
NY
01/30/2019 - Present
Janney Montgomery Scott LLC (Hauppauge NY)
MO
07/01/2003 - 10/23/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
05/12/1997 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 01/14/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/27/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Margaret Blisard is the right advisor for you? Invested Better is here to help.
