Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Haskell has been in the financial services industry since 1990. She is currently registered with RBC Capital Markets, LLC in Portland, ME, as an Investment Advisor Representative. Margaret previously worked for Tucker Anthony Incorporated, Maine Securities Corporation, and Lehman Brothers Inc. in a variety of roles. Margaret holds the Series 63, 66 and 7 licenses. She also holds the SIE license, which is required for all new financial services professionals. Margaret's specializations include retirement planning, college savings, estate planning, and investment management. Margaret is also a board member and Treasurer for a non-profit dog rescue organization.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
ME
08/15/2007 - Present
RBC Capital Markets, LLC (PORTLAND ME)
MA
06/18/1992 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
ME
07/31/1990 - 11/26/1990
MAINE SECURITIES CORPORATION (PORTLAND ME)
NY
09/20/1988 - 08/03/1990
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 07/31/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/28/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1988
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 PEARL, 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 PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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