Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Glennon is a financial advisor with over 16 years of experience in the financial services industry. Margaret is a Series 7, Series 10 and Series 9 licensed professional. Margaret has been a registered representative with Morgan Stanley since July 2022 and has worked at various other firms previously, including E*TRADE SECURITIES LLC, OPTIONSHOUSE, and SII INVESTMENTS, INC. Margaret is registered in 53 states and the District of Columbia. Margaret specializes in offering financial planning, portfolio management for businesses and individuals, and pension consulting.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
IL
07/29/2022 - Present
Morgan Stanley (Chicago IL)
IL
08/07/2017 - 09/05/2023
E*TRADE SECURITIES LLC (CHICAGO IL)
IL
01/21/2015 - 08/07/2017
OPTIONSHOUSE (CHICAGO IL)
IL
12/16/2011 - 01/21/2015
OPTIONSHOUSE, LLC (CHICAGO IL)
IN
02/07/2007 - 09/13/2011
SII INVESTMENTS, INC. (CROWN POINT IN)
BC
Issued 04/16/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/31/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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