Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Verdery Little is a financial advisor who has been in the industry since 1994. Margaret is a registered representative with United Planners' Financial Services of America A Limited Partner. She has a strong background in the industry and has been recognized for her expertise in financial planning and investment management. Margaret is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals. She has a broad range of experience working with individuals, families, and businesses.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
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VA
03/09/2015 - Present
United Planners' Financial Services OF America A Limited Partner (VIRGINIA BEACH VA)
NY
11/22/1994 - 10/06/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 12/12/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 11/21/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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