Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Athanasatos is a financial advisor with over 20 years of experience in the industry. She is currently registered with UBS Financial Services Inc. in Purchase, NY. She is a Series 6, 7, 63, and 66 licensed professional. Margaret has a broad range of experience and specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting. She also works with clients on security ratings, educational seminars and selection of other advisors. Previously, she worked for Citigroup Global Markets Inc. and Key Investment Services LLC. Margaret is dedicated to providing personalized and comprehensive financial advice to her clients.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NY
10/26/2021 - Present
UBS Financial Services Inc. (Purchase NY)
NY
09/18/2015 - 10/28/2016
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
05/29/2013 - 08/11/2015
KEY INVESTMENT SERVICES LLC (EASTCHESTER NY)
NY
05/29/2007 - 05/16/2013
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
07/18/2000 - 05/29/2007
CITICORP INVESTMENT SERVICES (NEW YORK NY)
BOTH
Issued 10/03/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2016
Series 7 - General Securities Representative Examination
BC
Issued 07/17/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Margaret Athanasatos is the right advisor for you? Invested Better is here to help.
