Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Susan English is a financial advisor with LPL Financial LLC, a firm that manages more than $50 billion in assets. She is also registered as a securities agent in 15 states including Colorado, Texas and Florida. Margaret's industry experience spans over 30 years. She has worked for various financial institutions including NYLIFE Securities LLC, SHEARSON LEHMAN HUTTON INC., ROTAN MOSLE INC., PAINEWEBBER INCORPORATED and STIFEL, NICOLAUS & COMPANY, INCORPORATED. Margaret holds Series 3, 5, 7, 15, 63 and 65 licenses.
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.
Consulting and other non-discretionary advisory services
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.
1
2
CO
07/18/2013 - Present
LPL Financial LLC (DENVER CO)
CO
07/23/1997 - 07/08/2011
NYLIFE SECURITIES LLC (DENVER CO)
NA
08/31/1984 - 04/12/1989
SHEARSON LEHMAN HUTTON INC.
NA
08/27/1984 - 06/07/1985
ROTAN MOSLE INC.
NA
10/08/1982 - 09/06/1984
PAINEWEBBER INCORPORATED
NA
12/10/1981 - 09/29/1982
STIFEL, NICOLAUS & COMPANY, INCORPORATED
IA
Issued 09/23/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/16/1986
Series 5 - Interest Rate Options Examination
BC
Issued 05/09/1986
Series 3 - National Commodity Futures Examination
BC
Issued 03/03/1986
Series 15 - Foreign Currency Options Examination
Active
Inactive
F
FINRA
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