Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Lovatt Robinson is a financial advisor with Truist Advisory Services, Inc. in Atlanta, Georgia. She is registered with the state of Georgia. Margaret has been in the financial industry for over 12 years and has experience with a variety of financial products and services. Margaret is a Chartered Financial Analyst and has a strong commitment to providing her clients with personalized financial advice. Margaret has worked at Goldman Sachs & Co. LLC and SunTrust Robinson Humphrey, Inc. in the past.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
A percentage of the total value of assets under management is charged.
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GA
09/17/2019 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
GA
10/03/2016 - 06/27/2019
GOLDMAN SACHS & CO. LLC (ATLANTA GA)
NY
04/25/2007 - 03/21/2012
SUNTRUST ROBINSON HUMPHREY, INC. (NEW YORK NY)
BOTH
Issued 9/26/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/2/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2016
Series 3 - National Commodity Futures Examination
BC
Issued 10/3/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/22/2007
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 10/20/2007
Series 87 - Research Analyst Exam - Part II Regulations Module
Active
Inactive
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