Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret McIntyre is a financial advisor with Wells Fargo Clearing Services, LLC, a firm based in St. Louis, Missouri. Margaret has been in the industry since 1994 and has a wide range of experience advising clients on a variety of financial matters. Margaret holds Series 7, 6, 63, and 66 licenses. Margaret is registered in 39 states and can provide investment consulting services to institutional clients, in addition to financial planning, pension consulting and portfolio management for individuals 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.
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
GA
05/20/2021 - Present
Wells Fargo Clearing Services, LLC (SAVANNAH GA)
SC
10/01/2000 - 04/02/2014
WELLS FARGO ADVISORS, LLC (BLUFFTON SC)
NC
08/10/1994 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BC
Issued 05/24/2019
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 05/10/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/24/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/25/2019
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/09/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Margaret McIntyre is the right advisor for you? Invested Better is here to help.
