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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margareth? Claim Your ProfileMargareth Rabelo Patino is a financial advisor with LPL Financial LLC. She is based in Hollywood, FL and has been in the industry since June 3, 1995. Margareth has a wide range of experience in the financial services industry, having worked with several firms including New England Securities, UVEST Financial Services Group, Inc., SunTrust Investment Services, Inc., WM Financial Services, Inc., and Dean Witter Reynolds Inc. She has earned several professional licenses and designations including Series 7, 63, 65, 66, 24, and 31. Margareth specializes in providing financial planning, investment management, and consulting services to individuals, families, and businesses. She is committed to helping her clients achieve their financial goals and objectives.
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.
Consulting and other non-discretionary advisory services
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
05/08/2015 - Present
LPL Financial LLC (HOLLYWOOD FL)
FL
09/08/2010 - 10/16/2012
NEW ENGLAND SECURITIES (MIAMI FL)
FL
07/12/2006 - 09/03/2010
UVEST FINANCIAL SERVICES GROUP, INC. (BOCA RATON FL)
FL
12/15/2004 - 03/06/2006
SUNTRUST INVESTMENT SERVICES, INC. (KEY BISCAYNE FL)
CA
03/14/2001 - 10/28/2004
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NY
12/08/1994 - 03/15/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 07/29/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/07/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 12/07/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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