Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret McManis is a financial advisor with over 10 years of experience in the industry. Margaret is currently registered with Stifel, Nicolaus & Company, Inc. and has previously worked with Raymond James Financial Services, Inc., Raymond James & Associates, Inc., Deutsche Bank Securities Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Margaret has a broad range of experience and expertise that includes financial planning, pension consulting, and portfolio management for both businesses and individuals. Margaret is committed to providing her clients with personalized advice and guidance to help them 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
05/04/2023 - Present
Stifel, Nicolaus & Company, Inc. (PALM BEACH GARDENS FL)
FL
06/17/2022 - 10/12/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (WELLINGTON FL)
FL
09/06/2016 - 02/18/2022
RAYMOND JAMES & ASSOCIATES, INC. (Palm Beach FL)
FL
12/10/2015 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (PALM BEACH FL)
FL
09/15/2014 - 11/03/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WEST PALM BEACH FL)
BOTH
Issued 12/15/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2014
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX 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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