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 Turner is a financial advisor with Robert W. Baird & Co. Inc., working out of their Roseland, NJ office. Margaret has over 20 years of experience in the financial services industry and has held previous positions at firms such as Imperial Capital, LLC, Knight Capital Americas LLC, UBS Securities LLC, and Guardian Investor Services LLC. Margaret has a wide range of experience in providing investment advice to a variety of clients, including individuals, businesses, and institutions. Margaret holds FINRA Series 7, 24, and 66 licenses, as well as a SIE designation.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
NJ
06/15/2015 - Present
Robert W. Baird & Co. Inc. (ROSELAND NJ)
NY
04/03/2013 - 05/28/2015
IMPERIAL CAPITAL, LLC (NEW YORK NY)
NY
07/02/2012 - 04/08/2013
KNIGHT CAPITAL AMERICAS LLC (NEW YORK NY)
NY
01/03/2011 - 07/02/2012
KNIGHT CAPITAL AMERICAS, L.P. (NEW YORK NY)
CT
03/01/2010 - 01/03/2011
KNIGHT LIBERTAS LLC (GREENWICH CT)
NY
04/30/2009 - 01/26/2010
BTIG, LLC (NEW YORK NY)
CT
11/04/2004 - 05/20/2009
UBS SECURITIES LLC (STAMFORD CT)
NY
11/02/2001 - 07/15/2004
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
MN
12/07/2000 - 06/05/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/07/2000 - 06/05/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/23/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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