Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Mary Losurdo is a financial advisor with Stifel, Nicolaus & Company, Inc. in Skaneateles, NY. Margaret has been in the industry since 1989 and has extensive experience providing financial advice to individuals, businesses, and institutions. Previously, Margaret worked with Morgan Stanley and A.G. Edwards & Sons, Inc. Margaret is registered with FINRA and holds the Series 7, Series 63, and SIE licenses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
10/19/2016 - Present
Stifel, Nicolaus & Company, Inc. (SKANEATELES NY)
NY
06/01/2009 - 10/29/2016
MORGAN STANLEY (SKANEATELES NY)
NY
05/15/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SYRACUSE NY)
NY
06/30/1993 - 05/18/2007
A. G. EDWARDS & SONS, INC. (DEWITT NY)
MA
07/30/1990 - 07/01/1993
TUCKER ANTHONY INCORPORATED (BOSTON MA)
MA
07/19/1989 - 07/13/1990
TUCKER ANTHONY INCORPORATED (BOSTON MA)
BC
Issued 09/28/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Margaret Losurdo is the right advisor for you? Invested Better is here to help.
