Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Dunworth is a financial advisor with over 30 years of experience in the industry. Currently, Margaret is registered with Cetera Investment Services LLC. Previously, Margaret was registered with Citigroup Global Markets Inc., Quick & Reilly, Inc., Summit Financial Services Group, Inc., UJB Discount Brokerage Co., and Prudential-Bache Securities Inc.. Margaret has a Series 63, Series 7, and Series 24 license.
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.
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.
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2
NJ
07/26/2006 - Present
Cetera Investment Services LLC (WOODBRIDGE NJ)
NJ
02/28/2005 - 08/10/2006
CITIGROUP GLOBAL MARKETS INC. (PARAMUS NJ)
NY
04/25/2001 - 05/29/2003
QUICK & REILLY, INC. (NEW YORK NY)
PA
05/01/1996 - 04/25/2001
SUMMIT FINANCIAL SERVICES GROUP, INC. (BETHLEHEM PA)
NA
09/19/1989 - 05/01/1996
UJB DISCOUNT BROKERAGE CO.
NY
12/20/1988 - 11/16/1989
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
BC
Issued 06/21/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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