Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Suite-arnold is a financial advisor with over 37 years of experience in the industry. She is currently registered with Osaic Wealth, Inc. and is licensed to provide financial advice in several states. Margaret specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. She has previously been registered with FSC Securities Corporation, Advantage Capital Corporation, MIMLIC Sales Corporation, JMC Financial Corporation, Planned Management Company, Derand Investment Corporation of America, Marion Bass Securities Corporation, and Waddell & Reed, Inc.
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.
A percentage of the total value of assets under management is charged.
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NC
11/03/2023 - Present
Osaic Wealth, Inc. (CHINA GROVE NC)
NC
02/27/2009 - 11/03/2023
FSC SECURITIES CORPORATION (CHINA GROVE NC)
NC
01/25/1995 - 02/27/2009
ADVANTAGE CAPITAL CORPORATION (CONCORD NC)
GA
05/24/1994 - 12/31/1994
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
MN
05/20/1993 - 05/06/1994
MIMLIC SALES CORPORATION (ST. PAUL MN)
MA
08/28/1990 - 02/02/1993
JMC FINANCIAL CORPORATION (BOSTON MA)
NC
07/27/1988 - 03/05/1990
PLANNED MANAGEMENT COMPANY (CHARLOTTE NC)
NA
03/28/1988 - 07/15/1988
DERAND INVESTMENT CORPORATION OF AMERICA
NA
08/25/1986 - 02/03/1988
MARION BASS SECURITIES CORPORATION
NA
11/12/1985 - 09/09/1986
FSC SECURITIES CORPORATION
NA
10/04/1985 - 11/18/1985
WADDELL & REED, INC.
IA
Issued 07/28/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
BC
Issued 10/03/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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