Invested Better
Unclaimed

Unclaimed

Unclaimed

Margaret Mary Udink

Avantax Investment Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Margaret? Claim Your Profile

About Margaret Mary Udink

Margaret Mary Udink is a registered representative with Avantax Investment Services, Inc. Margaret has been in the securities industry since 2001. Margaret is licensed to sell securities in California. She holds the Series 6, Series 63, and SIE licenses. Margaret is located in Mission Viejo, CA.

Firm Information

Margaret Udink is currently registered with Avantax Investment Services, Inc.. Avantax Investment Services, Inc. is a Corporation formed in April 1983. The firm is registered with the SEC and in 53 states, providing services across the United States.

Not reported

Assets Under Management

Not reported

Total Clients

482

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Margaret Udink’s Registration & Firm History

CA

09/04/2001 - Present

Avantax Investment Services, Inc. (Mission Viejo CA)

Not sure if Margaret Mary Udink is right for you?

Licenses & Designations

BC

Issued 03/20/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/31/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Margaret Mary Udink.
Not sure if Margaret Mary Udink is right for you?