Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret O'Meara is a financial advisor with LPL Financial LLC, based in Ponte Vedra, FL. Margaret has been in the financial services industry since 1996. Margaret has a broad range of experience working with individuals, high-net-worth individuals, corporations, and institutions, and has held positions with a number of firms, including Fidelity Investments Institutional Services Company, Inc. and Main Street Management Company. Margaret is a Certified Financial Planner and holds several licenses including Series 7, 63, 65, and 24.
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.
Consulting and other non-discretionary advisory services
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.
1
2
FL
04/28/2004 - Present
LPL Financial LLC (PONTE VEDRA FL)
MA
04/18/2001 - 04/28/2004
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
RI
05/01/1998 - 05/07/2001
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
NY
12/09/1996 - 04/22/1998
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NJ
03/21/1996 - 11/19/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 07/01/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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