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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Kathryn Hagy is an investment advisor representative at Morgan Stanley. Margaret has been in the industry since March 11, 2015 and is licensed to provide investment advice in 25 states. Margaret is registered as a representative with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, 66, and SIE licenses. Margaret's previous experience includes employment with Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors, LLC. She offers investment advice to a range of clients, including individuals, businesses, corporations, investment clubs, insurance companies, charitable organizations, and pension and profit-sharing plans. Margaret is also licensed as an investment advisor in Texas and West Virginia.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
WV
09/11/2020 - Present
Morgan Stanley (Huntington WV)
WV
03/12/2015 - 09/08/2020
WELLS FARGO CLEARING SERVICES, LLC (HUNTINGTON WV)
BOTH
Issued 07/21/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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