Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Weaver is an investment advisor representative with Morgan Stanley and has been in the industry since August 1988. Margaret holds the Series 7, Series 63, and Series 65 licenses and is registered in several states. Prior to joining Morgan Stanley, Margaret worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and several other firms. Margaret is a registered representative of Morgan Stanley Smith Barney LLC and is a licensed investment advisor representative of Morgan Stanley.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
AL
01/17/2020 - Present
Morgan Stanley (Huntsville AL)
AL
05/28/1992 - 01/22/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNTSVILLE AL)
NY
02/10/1992 - 06/03/1992
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
AL
08/31/1990 - 10/18/1991
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
NY
10/28/1988 - 07/11/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
07/22/1987 - 03/14/1988
ISFA CORPORATION
IA
Issued 12/03/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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