Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Remlinger is a financial advisor with Osaic Wealth, Inc. and has been in the industry since 1993. Margaret is a certified financial planner and holds Series 6, 7, 63, and 66 licenses. Margaret's previous employment includes time at Woodbury Financial Services, Inc., H. Beck, Inc., and BANC ONE SECURITIES CORPORATION.
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.
A percentage of the total value of assets under management is charged.
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2
IL
01/19/2024 - Present
Osaic Wealth, Inc. (PLAINFIELD IL)
IL
06/21/2013 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (PLAINFIELD IL)
IL
11/01/2010 - 07/19/2013
H. BECK, INC. (PLAINFIELD IL)
IL
11/20/2002 - 11/01/2010
WOODBURY FINANCIAL SERVICES, INC. (PLAINFIELD IL)
IL
02/01/1999 - 11/26/2002
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
09/29/1995 - 02/01/1999
FIRST CHICAGO NBD INVESTMENT SERVICES, INC. (CHICAGO IL)
OH
04/19/1993 - 10/12/1995
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
BOTH
Issued 05/16/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1995
Series 7 - General Securities Representative Examination
BC
Issued 04/16/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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