Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Petersen is a financial advisor at Fifth Third Securities, Inc. Margaret has been in the financial industry for over 3 years and has a wide range of experience in providing financial advice to individuals and families. Margaret has a Series 7, 63, 66, 24, and 14 licenses and is also registered with the state of Ohio. Margaret is dedicated to helping clients achieve their financial goals and provides a variety of services, including financial planning, portfolio management, and retirement planning.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sponsor wrap fee program
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.
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2
OH
10/17/2019 - Present
Fifth Third Securities, Inc. (CINCINNATI OH)
BOTH
Issued 07/24/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2023
Series 14 - Compliance Officer Examination
BC
Issued 12/18/2020
Series 24 - General Securities Principal Examination
BC
Issued 03/07/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/17/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/03/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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