Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Reim Roberts has been in the securities industry for over 12 years. Currently, Margaret is a Registered Representative for Fidelity Brokerage Services LLC. Margaret has previously held positions at Edward Jones, PRUCO Securities, LLC, Raymond James Financial Services, Inc, Parker/Hunter Incorporated and McDonald & Company Securities, Inc. Margaret holds the Series 63, Series 65, Series 24, Series 7TO, Series 55 and Series 7 licenses. Margaret is registered in 53 states and is also registered with FINRA and the MSRB.
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.
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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2
KY
03/21/2023 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
OH
11/09/2022 - 01/04/2023
EDWARD JONES (VERMILION OH)
OH
12/10/2009 - 05/26/2010
PRUCO SECURITIES, LLC. (MAYFIELD HEIGHTS OH)
OH
07/21/2005 - 09/30/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (FAIRLAWN OH)
PA
10/23/1997 - 08/11/2003
PARKER/HUNTER INCORPORATED (PITTSBURGH PA)
OH
07/16/1996 - 10/06/1997
MCDONALD & COMPANY SECURITIES, INC. (CLEVELAND OH)
BC
Issued 12/30/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/01/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/1998
Series 24 - General Securities Principal Examination
BC
Issued 11/09/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/16/2022
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/15/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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