Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Pulecio is a financial advisor with Kovack Advisors, Inc. located in Boca Raton, Florida. Margaret holds Series 7TO, SIE, and Series 66 licenses and has been in the financial services industry since 2011. She has experience working with high-net-worth individuals, corporations, and other businesses. Margaret specializes in financial planning, selection of other advisors, and portfolio management for individuals and businesses. She is registered to provide investment advice in Florida.
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.
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.
1
2
FL
03/23/2023 - Present
Kovack Advisors, Inc. (Boca Raton FL)
BOTH
Issued 03/13/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/12/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Margaret Pulecio is the right advisor for you? Invested Better is here to help.
