Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Horsley is a financial advisor who has been registered with the Securities and Exchange Commission since 2020. Margaret holds the Series 7TO, Series 63, and SIE licenses. Margaret currently works with Glassy Mountain Advisors, Inc., an investment advisory firm headquartered in Bethesda, Maryland. Prior to this, Margaret worked with Northwestern Mutual Investment Services, LLC. Margaret specializes in financial planning and portfolio management for individuals. The advisor has 115 clients, with 82 being high-net-worth individuals, and has $278,031,103 in assets under management.
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.
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.
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MD
04/26/2024 - Present
Glassy Mountain Advisors, Inc. (BETHESDA MD)
NC
04/29/2021 - 05/01/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHARLOTTE NC)
NC
09/28/2020 - 02/18/2021
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BC
Issued 10/06/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/23/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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