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 Mueller is an investment advisor representative for Schwab Wealth Advisory, Inc., registered with the state of Missouri. Margaret has been in the industry for over 9 years, having held previous positions with TD Ameritrade, Inc., Scottrade, Inc., and Wells Fargo Advisors, LLC. Margaret's background includes a diverse range of experience in the financial services industry, enabling her to provide comprehensive financial planning and portfolio management services. Her expertise covers a wide range of specialties, including individuals and businesses. Margaret holds several professional licenses, including the Series 7, Series 3, Series 34, and Series 66. She is committed to delivering personalized advice and strategies tailored to meet her clients' unique financial goals.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
MO
07/30/2024 - Present
Schwab Wealth Advisory, Inc. (St Louis MO)
MO
09/19/2017 - 12/31/2023
TD AMERITRADE, INC. (ST. LOUIS MO)
MO
01/22/2016 - 02/26/2018
SCOTTRADE, INC. (ST LOUIS MO)
MO
10/01/2014 - 01/21/2016
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
BOTH
Issued 12/01/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/2019
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2018
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Margaret Mueller is the right advisor for you? Invested Better is here to help.
