Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Nelson Keith is a financial advisor with over 20 years of experience in the financial services industry. Margaret is currently registered with Janney Montgomery Scott LLC and is licensed in North Carolina, South Carolina, and Texas. Margaret has a strong track record of providing investment advice to individuals, families, and businesses. Margaret has experience working with Wells Fargo Clearing Services, LLC, and First Union Brokerage Services, Inc. Prior to joining Janney Montgomery Scott LLC, Margaret was a financial advisor at Wells Fargo Advisors, LLC. Margaret is committed to providing her clients with personalized financial advice and helping them 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.
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.
Fee plus commission
1
2
NC
10/27/2020 - Present
Janney Montgomery Scott LLC (CHARLOTTE NC)
NC
07/05/2013 - 10/29/2020
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
NC
09/29/1998 - 06/05/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 09/20/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2013
Series 7 - General Securities Representative Examination
BC
Issued 09/28/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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