Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Lacey Beeler is a financial advisor with Wells Fargo Clearing Services, LLC. Margaret has been in the industry for over 23 years and is currently registered with the state of Michigan and Texas. Margaret has experience in various areas of financial advising including portfolio management for individuals and businesses and pension consulting. Margaret has previously worked with firms such as Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley.
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.
Investment consulting services to institutional clients
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.
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2
MI
10/14/2024 - Present
Wells Fargo Clearing Services, LLC (BIRMINGHAM MI)
MI
02/26/2013 - 12/01/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TRAVERSE CITY MI)
MI
06/16/2010 - 02/15/2013
MORGAN STANLEY (TRAVERSE CITY MI)
CA
06/01/2009 - 04/26/2010
MORGAN STANLEY SMITH BARNEY (MODESTO CA)
CA
03/23/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MODESTO CA)
NY
08/09/2002 - 03/05/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
11/09/1999 - 10/26/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 03/01/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/02/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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