Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Ryansmith is a financial advisor with over 30 years of experience in the financial services industry. Margaret currently works at LPL Financial LLC, and is registered as a Registered Representative and Investment Advisor Representative in Tennessee and Texas. Margaret has previously worked at several other firms, including Raymond James Financial Services, Inc., USALLIANZ Securities, Inc., Mercantile Investment Services, Inc., Fidelity Brokerage Services, Inc., Cardinal Investments, Inc., Brokers Transaction Services, Inc., Investors Security Company, Inc., Cowles, Sabol & Company, Incorporated, Members Investment Services, Inc., and Dean Witter Reynolds Inc. Margaret holds Series 7, Series 63, and Series 65 licenses, and is a licensed insurance professional. Margaret specializes in providing financial planning, investment management, and insurance services to individuals, families, and businesses.
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.
Consulting and other non-discretionary advisory services
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.
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2
TN
04/22/2013 - Present
LPL Financial LLC (MEMPHIS TN)
TN
03/02/2001 - 09/07/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (COLLIERVILLE TN)
MN
05/13/2000 - 02/28/2001
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
MO
12/05/1997 - 06/01/1998
MERCANTILE INVESTMENT SERVICES, INC. (ST. LOUIS MO)
RI
05/29/1997 - 11/21/1997
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IL
02/07/1997 - 05/23/1997
CARDINAL INVESTMENTS, INC. (BELLEVILLE IL)
TX
02/23/1996 - 12/31/1996
BROKERS TRANSACTION SERVICES, INC. (DALLAS TX)
VA
08/16/1993 - 08/21/1995
INVESTORS SECURITY COMPANY, INC. (SUFFOLK VA)
CA
02/25/1992 - 07/07/1993
COWLES, SABOL & COMPANY, INCORPORATED (CAMARILLO CA)
VA
08/05/1991 - 01/31/1992
INVESTORS SECURITY COMPANY, INC. (SUFFOLK VA)
TX
12/24/1986 - 06/06/1990
MEMBERS INVESTMENT SERVICES, INC. (FARMERS BRANCH TX)
NA
03/28/1984 - 05/24/1985
DEAN WITTER REYNOLDS INC.
IA
Issued 11/09/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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