Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Corcillo is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Carbondale, CO. Margaret has over 30 years of experience in the financial services industry. Margaret is registered as a Registered Representative (RR) and Investment Advisor Representative (IAR) in Colorado. She is also licensed to sell securities in 15 states. Margaret offers a variety of financial services including financial planning, portfolio management, and retirement planning.
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
CO
06/30/2023 - Present
Raymond James Financial Services Advisors, Inc. (Carbondale CO)
NY
05/30/1990 - 05/15/1995
ARNHOLD AND S. BLEICHROEDER, INC. (NEW YORK NY)
NY
04/08/1986 - 04/19/1990
FURMAN SELZ MAGER DIETZ & BIRNEY INCORPORATED (NEW YORK NY)
VA
01/09/1986 - 01/22/1986
BRANCH, CABELL & COMPANY (RICHMOND VA)
BC
Issued 11/29/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/20/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/15/2023
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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