Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Sandfria Hale is an advisor representative at Fidelity Personal and Workplace Advisors. Margaret has been in the industry since 1995. Margaret is registered with FINRA and the state of Texas. Margaret has also held past registrations with Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (DALLAS TX)
IN
07/14/1998 - 05/18/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
07/14/1998 - 05/18/2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MN
08/15/1995 - 06/10/1998
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
IN
10/27/1994 - 07/21/1995
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/27/1994 - 07/21/1995
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 06/28/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/26/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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