Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Bilby is a financial advisor with Cyndeo Wealth Partners, a registered investment advisor firm based in St. Petersburg, Florida. Margaret is a Certified Financial Planner™ professional and has over 16 years of experience in the financial services industry. Margaret has a strong background in providing financial planning, investment management and wealth planning services to individuals, families and charitable organizations. Prior to joining Cyndeo Wealth Partners, Margaret was a financial advisor with USAA Financial Advisors, Inc. in Tampa, Florida, and Merrill Lynch, Pierce, Fenner & Smith Incorporated in Saint Petersburg, Florida. Margaret is committed to helping clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisory consulting/family office and wealth planning 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.
A percentage of the total value of assets under management is charged.
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FL
03/15/2024 - Present
Cyndeo Wealth Partners (ST. PETERSBURG FL)
FL
06/07/2011 - 08/04/2015
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
FL
08/27/2007 - 05/10/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAINT PETERSBURG FL)
BOTH
Issued 09/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/2014
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/15/2014
Series 24 - General Securities Principal Examination
BC
Issued 08/04/2015
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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