Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Goddeau is an investment professional with over 10 years of experience in the financial industry. Margaret currently works with Ameriprise Financial Services, LLC, a firm with over 140,000 clients. Prior to that, she has worked at other firms including Northwestern Mutual Investment Services, LLC, Horner, Townsend & Kent, Inc, and Pruco Securities, LLC. Margaret holds a variety of licenses and registrations including Series 6, 7, 63 and 65, and has been an active advisor in Massachusetts and New Jersey since 2021.
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.
Asset allocation services
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
MA
01/06/2021 - Present
Ameriprise Financial Services, LLC (Braintree MA)
MA
03/20/2017 - 08/31/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Boston MA)
IL
08/06/2012 - 01/20/2017
HORNOR, TOWNSEND & KENT, INC. (CHICAGO IL)
IL
09/11/2009 - 05/04/2012
PRUCO SECURITIES, LLC. (DOWNERS GROVE IL)
IA
Issued 09/29/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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