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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 Mary Reid is a financial advisor with Cetera Investment Advisers LLC. Margaret has been in the financial services industry since February 28, 2000. She has worked for several firms during her career, including Capital Guardian, LLC, Woodbury Financial Services, Inc., Equity Services, Inc., AXA Advisors, LLC and MONY Securities Corporation. Margaret holds Series 6, 7, 63, 65, and SIE licenses. She is also registered with the following states: Arizona, California, Colorado, Idaho, Nevada, South Carolina, Texas, Virginia, and Washington. Margaret specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. Margaret's clients include high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities.
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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CA
06/29/2023 - Present
Cetera Investment Advisers LLC (IRVINE CA)
CA
11/16/2012 - 12/18/2014
CAPITAL GUARDIAN, LLC (ORANGE CA)
CA
10/16/2009 - 11/19/2012
WOODBURY FINANCIAL SERVICES, INC. (ORANGE CA)
CA
08/24/2005 - 10/15/2009
EQUITY SERVICES, INC. (ORANGE CA)
NY
06/01/2005 - 08/04/2005
AXA ADVISORS, LLC (NEW YORK NY)
NY
02/10/2000 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 12/14/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2010
Series 7 - General Securities Representative Examination
BC
Issued 02/09/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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