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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 Kelleher is a financial advisor with Ameriprise Financial Services, LLC. Margaret has been in the financial services industry since 2004. Margaret is registered with the state of New Jersey as a Registered Representative and Investment Adviser Representative. Margaret has a Series 6, 7, 63, and 65 license, as well as the SIE. Margaret specializes in Asset Allocation Services, Financial Planning, Pension Consulting, Educational Seminars, and Portfolio Management. Margaret has experience working with individual investors, businesses, charities, corporations, and trusts. Margaret is dedicated to providing her clients with the highest quality of service and advice. Margaret's office is located at 14 Cliffwood Ave Ste 230, Matawan, NJ 07747.
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.
Asset allocation 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.
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NJ
08/29/2006 - Present
Ameriprise Financial Services, LLC (Matawan NJ)
WI
12/16/2004 - 10/26/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
IA
Issued 08/28/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2006
Series 7 - General Securities Representative Examination
BC
Issued 12/15/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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