Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Murphy Jackson is a financial advisor at Stifel, Nicolaus & Company, Inc. Margaret has been in the industry since 2012. Margaret is registered with FINRA and holds Series 63, SIE, Series 79, and Series 24 licenses. Margaret has been with Stifel, Nicolaus & Company, Inc. since 2019. Prior to that, Margaret worked at MOORELAND PARTNERS LLC and GRIDLEY & COMPANY LLC.
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.
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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2
NY
07/01/2019 - Present
Stifel, Nicolaus & Company, Inc. (NEW YORK NY)
NY
06/14/2013 - 07/02/2019
MOORELAND PARTNERS LLC (New York NY)
NY
06/28/2012 - 07/17/2014
GRIDLEY & COMPANY LLC (NEW YORK NY)
BC
Issued 07/09/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2012
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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