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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Mary Gugliotta is a financial advisor with LPL Financial LLC in LYNCHBURG, VA. Margaret has been in the industry since June 8, 2005. Margaret also has previous experience with Pacific Financial Associates, Inc., NatCity Investments, Inc., Banc of America Investment Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
VA
08/08/2011 - Present
LPL Financial LLC (LYNCHBURG VA)
FL
07/08/2011 - 08/08/2011
PACIFIC FINANCIAL ASSOCIATES, INC. (PARKLAND FL)
VA
06/21/2010 - 06/29/2011
PACIFIC FINANCIAL ASSOCIATES, INC. (LYNCHBURG VA)
OH
05/27/2009 - 11/03/2009
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
FL
04/27/2006 - 09/04/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (FT. MYERS FL)
FL
01/09/2004 - 04/10/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NAPLES FL)
BOTH
Issued 01/23/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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