Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Vaughan Hilborne Steinbach is a financial advisor with over 16 years of experience in the industry. Margaret is currently registered with Capital Client Group, Inc., and has previously worked with OCM INVESTMENTS, LLC, RBC CAPITAL MARKETS, LLC, and BANC OF AMERICA SECURITIES LLC. Margaret holds the Series 3, Series 7, and Series 63 licenses and is a Chartered Financial Analyst. Margaret is registered in 53 states and the District of Columbia.
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.
Recommending affiliate as investment adviser of sma assets
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.
As agreed upon in a manner that covers registrant's costs
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2
CT
08/16/2024 - Present
Capital Client Group, Inc. (Greenwich CT)
CA
07/15/2014 - 12/07/2015
OCM INVESTMENTS, LLC (LOS ANGELES CA)
NY
05/21/2009 - 05/07/2014
RBC CAPITAL MARKETS, LLC (NEW YORK NY)
NY
08/14/2007 - 06/01/2009
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
BC
Issued 08/30/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2008
Series 3 - National Commodity Futures Examination
BC
Issued 08/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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