Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margarette? Claim Your ProfileMargarette Felicia Craig is a financial advisor who is registered with the state of South Carolina. Margarette is a licensed investment advisor representative with CreativeOne Wealth, LLC, and has been in the financial services industry since 2004. Margarette's professional experience includes roles with MML Investors Services, LLC, NYLIFE Securities LLC, and Legacy Financial Advisors, LLC. Margarette earned her Series 63, Series 65, and Series 6TO securities licenses, in addition to the SIE exam. Margarette Craig provides financial planning, investment advisory services, and educational seminars to individuals, businesses, investment companies, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Sub adviser 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.
A percentage of the total value of assets under management is charged.
Sub-adviser fees/solicitor fees
1
2
SC
08/20/2024 - Present
Creativeone Wealth, LLC (Greenville SC)
SC
05/18/2022 - 02/05/2024
MML INVESTORS SERVICES, LLC (GREENVILLE SC)
SC
08/22/2020 - 04/07/2022
NYLIFE SECURITIES LLC (GREENVILLE SC)
IA
Issued 08/05/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/22/2020
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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