Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Meek Sheldon is a financial advisor registered with LPL Financial LLC. Margaret has been in the financial industry since 1991. Margaret has a Series 7 and Series 63 license. Margaret also holds the Certified Financial Planner designation. Margaret has experience with various financial services including investment advisory, portfolio management, and financial planning.
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.
Consulting and other non-discretionary advisory services
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.
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CA
01/28/2022 - Present
LPL Financial LLC (HUNTINGTON BEACH CA)
CA
10/25/2017 - 02/03/2022
SECURITIES AMERICA, INC. (HUNTINGTON BEACH CA)
CA
09/16/1999 - 10/26/2017
NATIONAL PLANNING CORPORATION (HUNTINGTON BEACH CA)
AZ
08/22/1994 - 09/21/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
GA
07/24/1991 - 09/01/1994
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
BC
Issued 07/31/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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