Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margarita? Claim Your ProfileMargarita Cardentey is a financial advisor with Wells Fargo Clearing Services, LLC. Margarita has been working in the financial industry since 2018 and has a Series 6, 7, 63 and 66 licenses. Margarita has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Margarita provides financial planning, investment consulting, and portfolio management services. Margarita has also worked with J.P. Morgan Securities LLC and Wells Fargo Bank, NA.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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
12/05/2023 - Present
Wells Fargo Clearing Services, LLC (CORAL GABLES FL)
FL
04/15/2019 - 12/05/2023
J.P. MORGAN SECURITIES LLC (MIAMI FL)
FL
08/21/2018 - 02/20/2019
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
BOTH
Issued 01/21/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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