Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Mary Feltman is a financial professional with over 2 years of experience in the financial industry. Margaret is currently registered with Charles Schwab & CO., Inc. and is licensed to provide investment advice in all 50 states. Margaret was previously registered with TD AMERITRADE, INC. and is also a Series 7TO and Series 63 license holder.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
MI
10/12/2022 - Present
Charles Schwab & CO., Inc. (Birmingham MI)
MI
01/05/2022 - 12/31/2023
TD AMERITRADE, INC. (Birmingham MI)
BC
Issued 01/26/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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