Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Schoonover is a financial advisor with over 10 years of experience in the industry. She currently holds a Series 7 and SIE license and is registered with Benjamin F. Edwards & Company, Inc. in Naperville, Illinois. Her previous affiliations include Wells Fargo Advisors, LLC and UBS Financial Services Inc. Margaret is committed to providing comprehensive financial planning services and has a strong track record of helping individuals and families achieve their financial goals.
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
05/16/2016 - Present
Benjamin F. Edwards & Company, Inc. (Naperville IL)
IL
10/15/2013 - 05/17/2016
WELLS FARGO ADVISORS, LLC (NAPERVILLE IL)
IL
08/07/2008 - 10/23/2013
UBS FINANCIAL SERVICES INC. (OAKBROOK TERRACE IL)
BC
Issued 11/10/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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