Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Todd is a financial advisor with over 20 years of experience in the financial services industry. Margaret currently works for Wells Fargo Clearing Services, LLC and has been registered with FINRA and several state regulators since 1991. Margaret is also a Certified Financial Planner and has experience working with a wide range of clients, including individuals, families, businesses, and charitable organizations.
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.
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.
Investment consulting services to institutional clients
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.
1
2
PA
05/19/2015 - Present
Wells Fargo Clearing Services, LLC (NEWTOWN SQUARE PA)
PA
01/23/2012 - 05/04/2015
VALMARK SECURITIES, INC. (DOWNINGTOWN PA)
NA
08/15/1991 - 12/31/1994
INVESTMENT MANAGEMENT & RESEARCH, INC
BOTH
Issued 01/23/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2012
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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