Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Kineke is a financial advisor with over 30 years of experience in the industry. She is a Certified Financial Planner™ professional and has a strong track record of providing financial advice to individuals, families, and businesses. Margaret is registered with D.A. Davidson & Co. and offers a wide range of financial services, including financial planning, portfolio management, and investment advisory services. Margaret has a strong understanding of the financial markets and is committed to helping clients achieve their financial goals. She has a proven track record of providing exceptional client service and is dedicated to building long-term relationships with her clients.
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.
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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2
WA
07/21/2006 - Present
D.a. Davidson & Co. (SEATTLE WA)
WA
02/23/1993 - 07/25/2006
PIPER JAFFRAY & CO. (SEATTLE WA)
WA
04/27/1992 - 02/19/1993
SEAFIRST INVESTMENT SERVICES, INC. (SEATTLE WA)
NA
01/01/1990 - 04/25/1992
SEAFIRST SECURITIES, INC.
MA
06/01/1989 - 01/01/1990
PNMR SECURITIES, INC. (BOSTON MA)
NA
12/14/1987 - 03/14/1989
SHEARSON LEHMAN HUTTON INC.
NY
05/29/1984 - 03/14/1989
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
02/24/1984 - 06/07/1984
KIDDER, PEABODY & CO. INCORPORATED
IA
Issued 04/10/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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