Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Marie Rose is a registered representative with Cambridge Investment Research Advisors, Inc.. Margaret is a seasoned financial professional with over 28 years of experience in the industry. Prior to joining Cambridge, Margaret was a registered representative with Multi-Financial Securities Corporation. She holds Series 63, 66 and 7 securities licenses as well as the SIE exam. Margaret is also a registered investment advisor representative with Cambridge and is currently licensed in Colorado and Texas. Margaret is a dedicated and experienced advisor committed to providing personalized financial guidance 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.
Solicitation fees from 3rd party money managers
1
2
CO
02/08/2016 - Present
Cambridge Investment Research Advisors, Inc. (COLORADO SPRINGS CO)
CO
07/13/2001 - 09/03/2008
MULTI-FINANCIAL SECURITIES CORPORATION (COLORADO SPRINGS CO)
TX
06/06/1994 - 07/12/2001
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BOTH
Issued 12/06/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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