Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Selby is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Morristown, NJ. Margaret has been in the financial industry since 2008 and has worked for Wells Fargo Advisors, LLC and Morgan Stanley before joining Raymond James. Margaret has a Series 7, Series 66, and SIE licenses and is registered with the states of New Jersey, New York, and Pennsylvania. Margaret specializes in financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NJ
08/22/2017 - Present
Raymond James Financial Services Advisors, Inc. (MORRISTOWN NJ)
NJ
06/23/2015 - 08/21/2017
MORGAN STANLEY (MORRISTOWN NJ)
NJ
09/14/2007 - 02/11/2015
WELLS FARGO ADVISORS, LLC (SUMMIT NJ)
BOTH
Issued 01/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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