Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret McLaughlin is a financial advisor with over 23 years of experience in the financial services industry. Margaret has a broad range of experience, having worked with A.G. Edwards & Sons, Inc., Wachovia Securities, LLC, and Wells Fargo Clearing Services, LLC. Margaret is currently registered with Wells Fargo Advisors Financial Network, LLC. Margaret has passed the Series 3, Series 7, Series 9, Series 10, Series 63, and Series 66 exams and holds licenses to practice in Florida and Illinois. Margaret specializes in providing financial advice to individuals, corporations, and institutions. Margaret is a dedicated and experienced financial advisor who is committed to helping her clients achieve their financial goals.
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
IL
06/21/2023 - Present
Wells Fargo Advisors Financial Network, LLC (CHICAGO IL)
IL
08/03/2020 - 06/21/2023
WELLS FARGO CLEARING SERVICES, LLC (CHICAGO IL)
MO
01/01/2008 - 07/01/2008
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MO
11/24/1997 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 11/21/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/21/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/11/2019
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2000
Series 3 - National Commodity Futures Examination
BC
Issued 11/17/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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