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Margaret Greer McSwain

Truist Securities, Inc.

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About Margaret Greer McSwain

Margaret McSwain is a financial professional with Truist Securities, Inc. based in Atlanta, Georgia. Margaret is licensed in Georgia and holds the Series 79TO, Series 63, and SIE exams. Margaret has been in the securities industry for over 20 days and is a registered representative.

Firm Information

Margaret McSwain is currently registered with Truist Securities, Inc.. Truist Securities, Inc. is a Corporation formed in July 1972. The firm is registered with the SEC and in all 50 states, as well as in the District of Columbia, Puerto Rico, and the U.S. Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

309

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Margaret McSwain’s Registration & Firm History

GA

08/21/2023 - Present

Truist Securities, Inc. (ATLANTA GA)

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Licenses & Designations

BC

Issued 08/28/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/21/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 06/06/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Margaret Greer McSwain.
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