Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margarita? Claim Your ProfileMargarita Victoria Mayor is a financial advisor with Equitable Advisors, LLC, located in WALL, NJ. Margarita is a registered representative with 17 years of experience in the financial services industry. She has been with Equitable Advisors, LLC since 2016. Margarita has a wide range of experience, including working with high net worth individuals, corporations and charitable organizations. Margarita specializes in providing financial planning, portfolio management, and pension consulting services. She is also registered to provide investment advisory services in six states including Arizona, Florida, Maryland, New Jersey, New York and Pennsylvania.
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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NJ
09/12/2018 - Present
Equitable Advisors, LLC (WALL NJ)
NY
11/08/2004 - 04/07/2015
TRADEWEB L.L.C (NEW YORK NY)
BOTH
Issued 06/27/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/27/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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