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 Mahone is a financial advisor with over 20 years of experience in the financial services industry. Margaret has been registered with Wells Fargo Clearing Services, LLC since 2016. Prior to joining Wells Fargo, Margaret was a financial advisor with J.P. Morgan Securities LLC. Margaret is a Series 6, 7, 63, and 65 licensed professional. Margaret's practice specializes in providing financial planning, investment consulting services, and portfolio management for individuals, corporations, and institutions. Margaret works with clients in Georgia, Texas, and several other states.
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.
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.
Investment consulting services to institutional clients
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
GA
11/18/2019 - Present
Wells Fargo Clearing Services, LLC (ATLANTA GA)
GA
10/01/2012 - 10/07/2015
J.P. MORGAN SECURITIES LLC (MARIETTA GA)
GA
06/28/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MARIETTA GA)
GA
07/15/1999 - 06/13/2011
VALIC FINANCIAL ADVISORS, INC. (ATLANTA GA)
TX
11/20/1998 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 03/26/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2003
Series 7 - General Securities Representative Examination
BC
Issued 11/12/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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