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Margaret R Kreiling

Cetera Investment Services LLC

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About Margaret R Kreiling

Margaret Kreiling is a financial advisor with Cetera Investment Services LLC located in Meadville, PA. Margaret has been in the financial services industry for over 5 years. Margaret holds Series 6, SIE and Series 63 securities licenses. Margaret is registered to sell securities in Pennsylvania and Ohio. Margaret previously worked at THE HUNTINGTON INVESTMENT COMPANY.

Firm Information

Margaret Kreiling is currently registered with Cetera Investment Services LLC. Cetera Investment Services LLC is a Limited Liability Company formed on November 30, 2012, and approved to operate in 53 states and the District of Columbia. The firm has 1 approved SEC registration and 53 approved state registrations. Cetera Investment Services LLC has a history of regulatory events (11 reported) and arbitration disclosures (3 reported).

Not reported

Assets Under Management

Not reported

Total Clients

372

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Margaret Kreiling’s Registration & Firm History

PA

10/10/2018 - Present

Cetera Investment Services LLC (MEADVILLE PA)

OH

10/24/2013 - 10/18/2018

THE HUNTINGTON INVESTMENT COMPANY (KINSMAN OH)

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Licenses & Designations

BC

Issued 11/20/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/23/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Margaret R Kreiling.
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