Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret McCall is a financial advisor with over 20 years of experience in the industry. Margaret is registered with Uniting Wealth Partners, LLC and currently holds Series 63 and Series 65 licenses. Margaret has a strong track record of providing comprehensive financial planning and investment management services to individuals, families, and businesses. Margaret is dedicated to providing personalized financial advice that helps her clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
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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TX
10/28/2024 - Present
Uniting Wealth Partners (BOERNE TX)
IA
Issued 06/01/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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