Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Lovatt Robinson is a financial advisor with Truist Advisory Services, Inc. Margaret is a registered Investment Advisor Representative with Series 63, 66, 3, 7, SIE, 86 and 87 licenses. Margaret has been in the financial industry since April 2007 and has worked at Goldman Sachs & Co. LLC and SunTrust Robinson Humphrey, Inc. Margaret has a background in finance and holds a Chartered Financial Analyst designation. Margaret specializes in portfolio management for individuals and businesses. Margaret has a high-net-worth clientele and works with various financial institutions, corporations, and other businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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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2
GA
09/17/2019 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
GA
10/03/2016 - 06/27/2019
GOLDMAN SACHS & CO. LLC (ATLANTA GA)
NY
04/25/2007 - 03/21/2012
SUNTRUST ROBINSON HUMPHREY, INC. (NEW YORK NY)
BOTH
Issued 09/26/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2016
Series 3 - National Commodity Futures Examination
BC
Issued 10/03/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/22/2007
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 10/20/2007
Series 87 - Research Analyst Exam - Part II Regulations Module
Active
Inactive
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