Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Rhodes is a financial advisor at Raymond James Financial Services, Inc. in Winter Park, Florida. Margaret has been in the financial services industry since 2001 and has held previous positions at Morgan Stanley, Citigroup Global Markets Inc., and Banc of America Investment Services, Inc. Margaret is registered with FINRA and holds Series 7 and Series 63 licenses. Margaret is also licensed to sell securities in Florida, North Carolina, and Wisconsin.
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.
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.
1
2
FL
11/15/2013 - Present
Raymond James Financial Services, Inc. (Winter Park FL)
FL
06/01/2009 - 12/02/2013
MORGAN STANLEY (WINTER PARK FL)
FL
03/17/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WINTER PARK FL)
FL
08/22/2001 - 03/23/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (WINTER PARK FL)
BC
Issued 05/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Margaret Rhodes is the right advisor for you? Invested Better is here to help.
