Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret McReynolds is a financial professional with over 15 years of experience in the industry. Margaret holds Series 6, 7, 9, 10, 24, 63 and SIE licenses. Currently, Margaret is registered with Truist Investment Services, Inc. in North Carolina and previously worked with Charles Schwab & Co., Inc. and 401(K) INVESTMENT SERVICES, INC. in Texas.
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.
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.
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2
NC
04/05/2024 - Present
Truist Investment Services, Inc. (CHARLOTTE NC)
TX
01/15/2010 - 04/02/2024
CHARLES SCHWAB & CO., INC. (Austin TX)
TX
04/25/2006 - 12/31/2008
401(K) INVESTMENT SERVICES, INC. (AUSTIN TX)
BC
Issued 05/15/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/2018
Series 24 - General Securities Principal Examination
BC
Issued 09/15/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/11/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2008
Series 7 - General Securities Representative Examination
BC
Issued 04/24/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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