Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margarita? Claim Your ProfileMargarita Salm is a financial advisor with Frost Investment Services. Margarita has been in the financial industry since 2013. Margarita is registered to offer investment advice in Texas. Margarita has a Series 6, Series 63, and SIE license. In addition to providing investment advice, Margarita also offers financial planning services. Margarita's current firm, Frost Investment Services, provides financial planning, portfolio management for businesses, and portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
08/17/2022 - Present
Frost Investment Services (SAN ANTONIO TX)
TX
10/05/2013 - 10/02/2021
J.P. MORGAN SECURITIES LLC (Lubbock TX)
BC
Issued 09/13/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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