Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Chambers is a financial advisor with over 40 years of experience in the industry. Margaret is currently registered with Wells Fargo Clearing Services, LLC and has offices in Deerfield, IL and Wilmette, IL. Margaret has a wide range of experience, including working with high-net-worth individuals, businesses, and institutions. Margaret is committed to providing her clients with personalized financial advice and investment strategies to help them achieve their financial goals.
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.
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.
Investment consulting services to institutional clients
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.
1
2
IL
01/05/2024 - Present
Wells Fargo Clearing Services, LLC (DEERFIELD IL)
NA
08/17/1982 - 09/04/1990
BLUNT ELLIS & LOEWI INCORPORATED
NA
05/21/1980 - 08/17/1982
WILLIAM BLAIR & COMPANY
NA
04/02/1979 - 05/30/1980
DEAN WITTER REYNOLDS INC.
IA
Issued 03/13/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1981
Series 5 - Interest Rate Options Examination
BC
Issued 03/17/1979
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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