Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Schnapf is a financial advisor with Newedge Advisors, with experience in the financial services industry since 2021. Margaret is registered with the state of Louisiana as both a securities broker and an investment advisor. Prior to joining Newedge Advisors, Margaret was employed by Credit Suisse Securities (USA) LLC, a large investment bank headquartered in New York City. Margaret has a strong track record of success in providing financial advice to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Margaret is dedicated to providing her clients with personalized financial advice that meets their individual needs.
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.
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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LA
12/19/2022 - Present
Newedge Advisors (New Orleans LA)
NY
08/09/2021 - 09/16/2022
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
IA
Issued 12/19/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/2021
Series 57TO - Securities Trader Exam
BC
Issued 08/09/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/03/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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