Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Bennett has been in the financial industry since January 18, 2014. Margaret is currently registered with Principal Securities, Inc. and has been with the firm since October 19, 2020. Previously, Margaret worked at KESTRA INVESTMENT SERVICES, LLC from September 14, 2018 to April 4, 2020. Margaret has also previously worked at AMERICAN EXPRESS FINANCIAL ADVISORS INC. from October 22, 1986 to December 30, 1991. Margaret is a licensed and registered professional in 51 states. Margaret holds Series 6, 7 and 63 licenses.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
10/19/2020 - Present
Principal Securities, Inc. (DES MOINES IA)
IA
09/14/2018 - 04/04/2020
KESTRA INVESTMENT SERVICES, LLC (WEST DES MOINES IA)
NA
10/22/1986 - 12/30/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
BC
Issued 03/02/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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