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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 Halloran is a registered investment advisor representative with Carnegie Investment Counsel. Margaret has been working in the financial services industry since July 2000. Margaret has a Series 65 license. Margaret's firm, Carnegie Investment Counsel, provides investment advisory services to individuals, businesses, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals other than high-net-worth. The firm also provides portfolio management for individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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OH
10/10/2017 - Present
Carnegie Investment Counsel (CLEVELAND OH)
IA
Issued 09/28/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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