Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Kendall Reid is a financial advisor with over 20 years of experience in the industry. Margaret has been a registered representative with Citigroup Global Markets Inc. since May 2022, and prior to that was a registered representative with PIPER JAFFRAY & CO. in Seattle, WA from April 2001 to March 2006. Margaret is a Chartered Financial Analyst (CFA) and holds the Series 7, Series 31 and Series 63 licenses. Margaret currently holds registrations in 55 jurisdictions, including California and Florida.
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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
06/17/2022 - Present
Citigroup Global Markets Inc. (SAN FRANCISCO CA)
WA
04/23/2001 - 03/21/2006
PIPER JAFFRAY & CO. (SEATTLE WA)
BC
Issued 06/09/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2022
Series 31 - Futures Managed Funds Examination
BC
Issued 04/21/2001
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 Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, 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 MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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