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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Ellen Emerson is a financial advisor with Raymond James & Associates, Inc. with over 40 years of experience in the financial services industry. Margaret has a strong track record of providing investment advice and financial planning services to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Prior to joining Raymond James & Associates, Inc. in 2009, Margaret held positions at CITIGROUP GLOBAL MARKETS INC. and JANNEY MONTGOMERY SCOTT INC. Margaret holds the Series 7, Series 31, Series 63, and Series 65 licenses and is also a Certified Financial Planner and Chartered Financial Consultant.
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.
Please see note in schedule d - miscellaneous
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
PA
11/04/2024 - Present
Raymond James & Associates, Inc. (PHILADELPHIA PA)
PA
02/26/1999 - 05/27/2009
CITIGROUP GLOBAL MARKETS INC. (PHILADELPHIA PA)
PA
05/29/1981 - 03/01/1999
JANNEY MONTGOMERY SCOTT INC. (PHILADELPHIA PA)
NA
06/11/1980 - 06/08/1983
FAIRCHILD SHELTERED INVESTMENTS LIMITED
NA
05/01/1980 - 06/12/1981
HERZFELD & STERN
IA
Issued 11/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 04/19/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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