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Margaret Rosaria Bavaro

Pimco Investments LLC

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About Margaret Rosaria Bavaro

Margaret Bavaro is a financial professional with over 30 years of experience in the industry. Margaret is currently registered with Pimco Investments LLC and has previously held positions at WELLS FARGO FUNDS DISTRIBUTOR, LLC, EVERGREEN INVESTMENT SERVICES, INC., TOWER SQUARE SECURITIES, INC., PACIFIC MUTUAL DISTRIBUTORS, INC., ROYAL ALLIANCE ASSOCIATES, INC., and INTEGRATED RESOURCES EQUITY CORPORATION. Margaret has passed the Series 63, Series 24, SIE, and Series 7 exams. Margaret is currently licensed in Arizona, California, Colorado, Florida, Hawaii, Nevada, New York, Tennessee, and Texas.

Firm Information

Margaret Bavaro is currently registered with Pimco Investments LLC. Pimco Investments LLC is a Limited Liability Company formed in 2010. The firm is registered to provide investment advisory services in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

290

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Margaret Bavaro’s Registration & Firm History

CA

01/24/2020 - Present

Pimco Investments LLC (NEWPORT BEACH CA)

CA

01/04/2010 - 01/22/2020

WELLS FARGO FUNDS DISTRIBUTOR, LLC (SAN FRANCISCO CA)

MA

04/04/2005 - 01/04/2010

EVERGREEN INVESTMENT SERVICES, INC. (BOSTON MA)

CA

02/03/1997 - 02/01/2005

TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)

CA

09/10/1994 - 11/04/1996

PACIFIC MUTUAL DISTRIBUTORS, INC. (NEWPORT BEACH CA)

AZ

06/15/1990 - 07/29/1994

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

NA

05/19/1987 - 10/21/1989

INTEGRATED RESOURCES EQUITY CORPORATION

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Licenses & Designations

BC

Issued 09/08/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/02/2011

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/25/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Margaret Rosaria Bavaro.
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