Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margarita? Claim Your ProfileMargarita Cross is an Investment Advisor Representative at Sageview Advisory Group, LLC. Margarita has been in the financial industry since 2016. Previously, Margarita worked at Morgan Stanley, Transamerica Investors Securities Corporation and Prosperity Financial Group. Margarita is registered with the state of California. Margarita holds the Series 6, 7, 63, and 66 securities licenses as well as the SIE exam. Margarita specializes in providing financial planning, investment management, and pension consulting services to individuals, businesses, and institutions.
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
CA
09/17/2020 - Present
Sageview Advisory Group, LLC (NEWPORT BEACH CA)
CA
05/22/2019 - 08/21/2020
MORGAN STANLEY (OAKLAND CA)
NY
12/22/2015 - 05/06/2019
TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)
BOTH
Issued 10/22/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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