linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Margaret Rose Aguirre

Johnson Brunetti

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Margaret? Claim Your Profile

About Margaret Rose Aguirre

Margaret Aguirre is a financial advisor with Johnson Brunetti. Margaret is a registered Investment Advisor Representative (IAR) with Johnson Brunetti. She has been in the financial services industry since 2017. Margaret is also a registered agent in Connecticut. Margaret holds the Series 6, 63, and 65 licenses. Prior to joining Johnson Brunetti, she worked with PFS Investments Inc. in Bloomfield, Connecticut. Margaret specializes in providing financial planning, educational seminars and portfolio management services for individuals and businesses.

Firm Information

Margaret Aguirre is currently registered with Johnson Brunetti. Johnson Brunetti is a financial advisory firm based in Wethersfield, CT. They specialize in financial planning and portfolio management for individuals and businesses. With over 22 licensed agents and 24 investment adviser representatives, they manage over $2.1 billion in assets. They offer educational seminars and work with a variety of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth.
Johnson Brunetti

100 GREAT MEADOW ROAD

WETHERSFIELD, CT 06109

$2.11B

Assets Under Management

Not reported

Total Clients

19

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Referral fees from third-party money managers

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Margaret Aguirre’s Registration & Firm History

CT

04/05/2024 - Present

Johnson Brunetti (WETHERSFIELD CT)

CT

01/21/2017 - 04/12/2023

PFS INVESTMENTS INC. (BLOOMFIELD CT)

Not sure if Margaret Rose Aguirre is right for you?

Licenses & Designations

IA

Issued 03/30/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/18/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/21/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Margaret Rose Aguirre.
Not sure if Margaret Rose Aguirre is right for you?