Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margarita? Claim Your ProfileMargarita Beers is a financial professional with over 25 years of experience in the industry. She is currently registered with M Holdings Securities, Inc. in Needham, MA. Margarita has held previous positions with a number of firms including Alliance-One Investments, LLC, MetLife Investors Distribution Company, MetLife Securities, Inc, New England Securities, Walnut Street Securities, Inc., Tower Square Securities, Inc., and First Investors Corporation. Margarita holds several industry licenses, including Series 6, 7, 26, 51 and SIE. She provides financial planning, portfolio management and educational seminars.
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.
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.
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2
MA
04/23/2024 - Present
M Holdings Securities, Inc. (NEEDHAM MA)
OK
08/11/2017 - 04/10/2024
ALLIANCE-ONE INVESTMENTS, LLC (TULSA OK)
NY
02/11/2015 - 08/11/2017
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
NJ
04/06/1999 - 06/30/2016
METLIFE SECURITIES, INC (ISELIN NJ)
NJ
09/03/2001 - 01/02/2015
NEW ENGLAND SECURITIES (ISELIN NJ)
NJ
10/10/2003 - 09/04/2013
WALNUT STREET SECURITIES, INC. (ISELIN NJ)
NJ
07/01/2005 - 07/22/2010
TOWER SQUARE SECURITIES, INC. (ISELIN NJ)
NY
05/23/2007 - 03/17/2008
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
NJ
04/06/1999 - 05/23/2007
METROPOLITAN LIFE INSURANCE COMPANY (SOMERSET NJ)
NJ
11/13/1996 - 08/19/1998
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 10/14/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/01/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2003
Series 7 - General Securities Representative Examination
BC
Issued 10/17/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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