Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Swiess is a financial professional with over 20 years of experience in the industry. Margaret is currently registered with SPC, a firm providing financial advisory services to a diverse client base including individuals, corporations, charities, and pension plans. Margaret is active in the state of Illinois and several other states. Margaret has previously worked with firms such as The Strategic Financial Alliance, Inc. and World Group Securities, Inc. In addition to her work as a financial advisor, Margaret is also an independently licensed insurance agent and serves as a volunteer on the board of Christ Lutheran Church of Clarendon Hills.
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.
Consultation services
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.
Seminar attendance fees
1
2
IL
01/02/2024 - Present
SPC (Burr Ridge IL)
IL
03/02/2011 - 12/31/2013
THE STRATEGIC FINANCIAL ALLIANCE, INC. (OAK BROOK IL)
IL
04/12/2002 - 03/04/2011
WORLD GROUP SECURITIES, INC. (OAK BROOK IL)
GA
07/08/1999 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 02/01/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/07/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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