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 Ratto-young is a financial advisor with over 38 years of experience in the industry. Margaret is currently registered with Cambridge Investment Research, Inc., and is licensed to provide investment advice in California. Previously, Margaret worked at Securities America, Inc., Brecek & Young Advisors, Inc., Brookstreet Securities Corporation, Blackbeard Securities, LLC, Portsmouth Financial Services, ETG, L.L.C., CSC Securities LTD., and Dean Witter Reynolds Inc. Margaret has passed the Series 7, Series 24, Series 27, Series 55, Series 57TO, Series 99TO, and SIE exams. Margaret is also a registered principal.
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.
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CA
08/01/2023 - Present
Cambridge Investment Research, Inc. (Paradise CA)
CA
01/23/2009 - 08/01/2023
SECURITIES AMERICA, INC. (SACRAMENTO CA)
CA
06/27/2007 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (FOLSOM CA)
CA
04/05/2002 - 06/27/2007
BROOKSTREET SECURITIES CORPORATION (DAVIS CA)
CA
02/26/2001 - 05/27/2001
BLACKBEARD SECURITIES, LLC (SAN FRANCISCO CA)
CA
03/05/1999 - 01/03/2001
PORTSMOUTH FINANCIAL SERVICES (SAN FRANCISCO CA)
NY
04/01/1998 - 02/24/1999
ETG, L.L.C. (NEW YORK NY)
SC
09/09/1993 - 01/28/1999
CSC SECURITIES LTD. (MT. PLEASANT SC)
NY
03/19/1984 - 08/10/1993
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 03/29/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/2004
Series 24 - General Securities Principal Examination
BC
Issued 05/16/1994
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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