Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Lenore Scaparotti is an active investment advisor representative (IAR) and broker-dealer (BD) professional with over 20 years of experience in the financial services industry. Margaret has been a Registered Representative with Raymond James Financial Services Advisors, Inc. since 2021. Prior to this, Margaret was a Registered Representative with Ameriprise Financial Services, LLC from 2010 to 2021. Before that, Margaret was a Registered Representative with Raymond James & Associates, Inc., Wachovia Securities, LLC, and A. G. Edwards & Sons, Inc.. Margaret currently holds Series 7, Series 9, Series 10, and Series 63 securities licenses. Margaret is also a licensed IAR in Florida and Texas. Margaret is currently registered with Raymond James Financial Services Advisors, Inc. in Florida and Texas. Margaret specializes in providing financial advice to a wide range of clients, including high-net-worth individuals, corporations, and retirement plans.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
07/30/2021 - Present
Raymond James Financial Services Advisors, Inc. (Palm Beach Gardens FL)
FL
05/13/2010 - 08/04/2021
AMERIPRISE FINANCIAL SERVICES, LLC (PALM BEACH GARDENS FL)
FL
05/28/2008 - 10/22/2009
RAYMOND JAMES & ASSOCIATES, INC. (BOCA RATON FL)
FL
01/01/2008 - 05/22/2008
WACHOVIA SECURITIES, LLC (WEST PALM BEACH FL)
FL
05/13/1997 - 01/03/2008
A. G. EDWARDS & SONS, INC. (WEST PALM BEACH FL)
BC
Issued 06/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/06/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Margaret Scaparotti is the right advisor for you? Invested Better is here to help.
