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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Sara Yancey is a Registered Representative and Investment Advisor Representative, currently associated with First Horizon Advisors, Inc., in MEMPHIS, TN. Margaret Sara Yancey has 19 years of experience in the securities industry. Margaret Sara Yancey is licensed to provide investment advice in Tennessee. Prior to joining First Horizon Advisors, Inc. Margaret Sara Yancey was registered with SUNTRUST INVESTMENT SERVICES, INC.. Margaret Sara Yancey has passed the Uniform Investment Adviser Law Examination, Uniform Securities Agent State Law Examination, Securities Industry Essentials Examination, General Securities Representative Examination, and Investment Company Products/Variable Contracts Representative Examination.
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.
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
TN
10/10/2013 - Present
First Horizon Advisors, Inc. (MEMPHIS TN)
TN
09/22/2003 - 06/04/2012
SUNTRUST INVESTMENT SERVICES, INC. (MEMPHIS TN)
IA
Issued 09/20/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2007
Series 7 - General Securities Representative Examination
BC
Issued 09/19/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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