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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 Oleary is a financial advisor who has been in the industry since 1994. She is currently registered with Sterling Capital Management LLC in Charlotte, NC. Margaret has a wide range of experience in the industry and holds a Series 7, Series 6, Series 63, Series 65 and Series 66 license. Margaret has previously worked at several other firms, including Foreside Fund Services, LLC, Bluestone Investment Banking Group, Sterling Capital Distributors LLC, and Sterling Capital Management LLC. Margaret is a well-respected financial advisor with a long history of success. She is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
Strategic management for diversified investment portfolios.
Wrap & model programs
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NC
01/18/2017 - Present
Sterling Capital Management LLC (Charlotte NC)
PA
02/02/2016 - 10/26/2016
ENSPIRE INVESTMENTS (BERWYN PA)
ME
11/10/2014 - 01/12/2016
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
NE
03/18/2013 - 11/11/2014
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
CO
01/11/2012 - 03/08/2013
TRANSAMERICA CAPITAL, INC. (DENVER CO)
CT
10/12/2009 - 12/08/2011
ING INVESTMENTS DISTRIBUTOR, LLC (WINDSOR CT)
CO
05/01/2009 - 10/16/2009
ADVISORS ASSET MANAGEMENT, INC. (MONUMENT CO)
NJ
07/29/2008 - 01/06/2009
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
MA
06/21/2004 - 07/22/2008
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
NC
01/01/2003 - 06/21/2004
BACAP DISTRIBUTORS, LLC (CHARLOTTE NC)
AR
03/01/1999 - 01/01/2003
STEPHENS INC. (LITTLE ROCK AR)
RI
11/06/1996 - 02/19/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
RI
08/30/1995 - 11/06/1996
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
05/13/1993 - 08/30/1995
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BOTH
Issued 09/29/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/06/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/1994
Series 7 - General Securities Representative Examination
BC
Issued 05/12/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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