Unclaimed
Margaret Guido is a financial advisor with over 17 years of experience in the financial services industry. Margaret is registered with J.P. Morgan Securities LLC, a firm with over 7,464 registered representatives. Margaret has a broad range of experience working with individuals, corporations, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Margaret holds the Series 7, Series 66, and SIE licenses. Margaret is licensed to provide investment advice and securities brokerage services in multiple states across the United States.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
VA
03/01/2022 - Present
J.p. Morgan Securities LLC (Alexandria VA)
VA
02/10/2020 - 03/03/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALEXANDRIA VA)
PA
07/27/2005 - 03/12/2008
UBS FINANCIAL SERVICES INC. (PITTSBURGH PA)
BOTH
Issued 03/04/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/23/2020
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2005
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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