Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Webster is a financial advisor with over 14 years of experience in the financial services industry. Margaret is currently registered with Tiaa-Cref Individual & Institutional Services, LLC and holds Series 6, 7, 63, and 66 licenses. Margaret's prior experience includes roles with Cambridge Investment Research, Inc., Key Investment Services LLC, and Wells Fargo Advisors, LLC. Margaret offers a range of financial services, including portfolio management, financial planning, and selection of other advisors. Margaret Webster specializes in providing financial advice to individuals, high-net-worth individuals, and charitable organizations.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Compensation from affiliates
1
2
CO
04/24/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
CO
09/13/2021 - 04/06/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (Westminster CO)
CO
09/07/2012 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
CO
03/21/2012 - 08/15/2012
KEY INVESTMENT SERVICES LLC (LITTLETON CO)
CO
01/17/2008 - 02/07/2012
WELLS FARGO ADVISORS, LLC (LAKEWOOD CO)
BOTH
Issued 06/29/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/18/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2014
Series 7 - General Securities Representative Examination
BC
Issued 01/16/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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