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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 Kimmel is a financial advisor with Raymond James & Associates, Inc. with over 27 years of experience in the financial services industry. Margaret has a strong track record of helping clients achieve their financial goals. Margaret holds a Series 7, 63 and 65 licenses. She is a Certified Financial Planner and has a strong understanding of various financial products and services. Margaret specializes in helping clients with retirement planning, investment management, and estate planning.
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.
Please see note in schedule d - miscellaneous
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.
1
2
IN
09/23/2020 - Present
Raymond James & Associates, Inc. (EVANSVILLE IN)
IN
06/01/2009 - 07/11/2012
MORGAN STANLEY SMITH BARNEY (EVANSVILLE IN)
IN
04/05/1995 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (EVANSVILLE IN)
IA
Issued 04/13/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/1995
Series 3 - National Commodity Futures Examination
BC
Issued 04/03/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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