Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaux? Claim Your ProfileMargaux Roth is a financial advisor at Matter Family Office. Margaux has been a financial advisor for over 15 years and is a Certified Financial Planner. Margaux has experience working with a variety of clients, including high-net-worth individuals, charitable organizations, and pooled investment vehicles. Margaux is registered to provide investment advice in California, Colorado, Connecticut, Illinois, and Missouri.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Create & administer llc's to pool client funds to invest in separately managed investment vehicles.
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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MO
08/13/2019 - Present
Matter Family Office (CLAYTON MO)
MO
04/13/2005 - 02/12/2010
EDWARD JONES (ST LOUIS MO)
BC
Issued 05/10/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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