Unclaimed
Margaret Furlong is a financial advisor with over 35 years of experience in the industry. She is currently registered with LPL Enterprise, LLC in Oak Lawn, IL. Previously, Margaret was registered with The Prudential Insurance Company of America in Newark, NJ. Margaret has a broad range of experience in financial planning, portfolio management, and consulting, providing services to both individuals and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
1
2
IL
11/14/2024 - Present
LPL Enterprise, LLC (OAK LAWN IL)
NJ
06/20/1988 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 11/16/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2002
Series 7 - General Securities Representative Examination
BC
Issued 06/17/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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