Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Suzanne Kosmerl is a financial advisor with LPL Financial LLC. Margaret has been working in the financial industry since July 9, 1991 and is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Margaret holds multiple licenses and certifications including Series 63, 65, 7, 24, 51 and the SIE. Margaret has been registered with LPL Financial LLC since August 1997. Prior to that, Margaret was employed by Retirement Investment Group in Houston, Texas. Margaret is a registered investment advisor in Maryland and Texas.
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.
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2
MD
02/11/2013 - Present
LPL Financial LLC (GLEN BURNIE MD)
AZ
01/02/1996 - 09/11/1997
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
TX
01/26/1993 - 12/31/1995
RETIREMENT INVESTMENT GROUP (HOUSTON TX)
VA
01/14/1992 - 02/04/1993
INVESTORS SECURITY COMPANY, INC. (SUFFOLK VA)
NY
01/16/1991 - 07/23/1991
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 12/07/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/21/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1990
Series 7 - General Securities Representative Examination
BC
Issued 02/27/1989
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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