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Margaret K Ritchie

Truist Investment Services, Inc.

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About Margaret K Ritchie

Margaret K. Ritchie is a financial advisor with Truist Investment Services, Inc. working out of the WAKE FOREST, NC office. Margaret began her career in the financial services industry on January 8, 2009. Margaret is registered with FINRA and holds the Series 6, SIE and Series 63 securities licenses. Margaret is registered with the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, Wyoming.

Firm Information

Margaret Ritchie is currently registered with Truist Investment Services, Inc.. Truist Investment Services, Inc. is a corporation formed on November 27, 1985. It is registered with the SEC and in all 50 states, as well as Puerto Rico, the Virgin Islands, and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

162

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 Ritchie’s Registration & Firm History

NC

02/17/2021 - Present

Truist Investment Services, Inc. (WAKE FOREST NC)

NC

01/02/2018 - 02/17/2021

BB&T SECURITIES, LLC (RALEIGH NC)

NC

01/08/2009 - 01/02/2018

BB&T INVESTMENT SERVICES, INC. (RALEIGH NC)

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Licenses & Designations

BC

Issued 02/03/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/07/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Margaret K Ritchie.
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