Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Karll Heagerty is a financial advisor with Ares Wealth Management Solutions, LLC. She has been in the industry since 2020 and is registered with the Financial Industry Regulatory Authority (FINRA) and the state of Colorado. Margaret is a Series 7, Series 66 and SIE licensed professional, and she has experience in a variety of investment areas. She is committed to providing her clients with personalized financial advice and guidance, helping them achieve their financial goals. Margaret has previous experience with TCG Capital Markets L.L.C., Cohen & Steers Securities, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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2
CO
03/05/2024 - Present
Ares Wealth Management Solutions, LLC (DENVER CO)
NY
09/23/2022 - 01/22/2024
TCG CAPITAL MARKETS L.L.C. (NEW YORK NY)
NY
10/12/2021 - 09/13/2022
COHEN & STEERS SECURITIES, LLC (NEW YORK NY)
WA
06/15/2020 - 08/06/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BELLEVUE WA)
BOTH
Issued 01/03/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/01/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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