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 Lowdermilk is a financial professional with over five years of experience in the financial services industry. Margaret is currently registered with MFS Fund Distributors, Inc. in Boston, MA. Prior to her current role, Margaret was employed with Wellington Funds Distributors Inc. in San Francisco, CA. Margaret is licensed to offer securities advice in 53 states and the District of Columbia. Margaret holds the Series 7, Series 7TO, 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.
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.
1
2
MA
08/25/2023 - Present
MFS Fund Distributors, Inc. (BOSTON MA)
CA
01/22/2016 - 03/24/2021
WELLINGTON FUNDS DISTRIBUTORS INC. (SAN FRANCISCO CA)
BC
Issued 07/12/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Margaret Lowdermilk is the right advisor for you? Invested Better is here to help.
