Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Tiffany Tableriou is a financial advisor with over 20 years of experience in the industry. Margaret currently works with Wells Fargo Clearing Services, LLC, providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Prior to this, Margaret worked with Stifel, Nicolaus & Company, Incorporated and Raymond James & Associates, Inc. Margaret is licensed to provide securities and investment advisory services in over 30 states.
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.
Investment consulting services to institutional clients
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
TX
06/09/2015 - Present
Wells Fargo Clearing Services, LLC (AUSTIN TX)
TX
08/29/2013 - 06/05/2015
STIFEL, NICOLAUS & COMPANY, INCORPORATED (AUSTIN TX)
TX
02/13/2013 - 08/30/2013
RAYMOND JAMES & ASSOCIATES, INC. (AUSTIN TX)
TX
03/01/2006 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (AUSTIN TX)
NJ
08/17/1999 - 03/17/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 02/13/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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