Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Eaton is a financial advisor with Cadaret, Grant & CO., Inc., in Syracuse, NY. Margaret has been in the financial services industry since 2000. She has been registered with Cadaret, Grant & CO., Inc. since 2021. Prior to that, Margaret worked with other financial firms including LPL Financial LLC, Linsco/Private Ledger Corp., Invest Financial Corporation and Leigh Baldwin & CO., LLC. Margaret has a wide range of experience in financial planning, investment management, and pension consulting. She holds several industry licenses, including Series 7, Series 24, Series 52, Series 53, Series 63 and Series 65.
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.
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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NY
07/29/2021 - Present
Cadaret, Grant & CO., Inc. (SYRACUSE NY)
NY
11/06/2012 - 01/04/2018
CADARET, GRANT & CO., INC. (SOLVAY NY)
NY
08/01/2005 - 11/01/2012
LPL FINANCIAL LLC (ENDICOTT NY)
SC
09/03/2004 - 02/11/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
WI
02/13/2001 - 09/14/2004
INVEST FINANCIAL CORPORATION (APPLETON WI)
NY
06/02/2000 - 01/08/2001
LEIGH BALDWIN & CO., LLC (CAZENOVIA NY)
BC
Issued 06/07/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/2021
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/22/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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