Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Maxel has been in the financial services industry since July 2006. Margaret is currently a registered representative and investment advisory representative with Cetera Investment Advisers LLC. She is also a registered representative and investment advisory representative with Vantage Financial Group, Inc.. Margaret holds Series 7, 24 and 66 licenses and the SIE exam. Margaret has experience working for Ameriprise Financial Services, Inc., Walnut Street Securities, Inc., and Financial Management Strategies. Margaret is a licensed insurance agent and provides insurance services as well as fixed insurance with various companies. She is also the Director/Consultant for MARSUCO LLC which is a consulting business.
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.
1
2
OH
06/29/2023 - Present
Cetera Investment Advisers LLC (CLEVELAND OH)
OH
01/04/2010 - 09/03/2013
WALNUT STREET SECURITIES, INC. (VALLEY VIEW OH)
OH
07/18/2006 - 01/06/2010
AMERIPRISE FINANCIAL SERVICES, INC. (MAYFIELD HEIGHTS OH)
BOTH
Issued 07/14/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/16/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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