Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margery? Claim Your ProfileMargery Farr is a financial advisor with WEALTHPENN.COMLLC. Margery has been a financial advisor for over 23 years, and has a broad range of experience in the industry. Previously, Margery worked with UBS Financial Services Inc. Margery holds several licenses and certifications, including Series 6, 7, 24 and 66. Margery is registered to provide investment advice in 28 states, including Georgia, Texas, New York, and California. Margery's expertise includes financial planning, portfolio management, and asset allocation. Margery works with a variety of clients, including individuals, families, 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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
04/22/2022 - Present
Wealthpenn.comllc (Atlanta GA)
GA
01/02/2014 - 05/02/2022
UBS FINANCIAL SERVICES INC. (ATLANTA GA)
MA
02/05/2001 - 05/02/2003
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
CT
09/05/2000 - 02/15/2001
HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)
NY
02/19/1999 - 05/08/2000
MARSH & MCLENNAN SECURITIES CORPORATION (NEW YORK NY)
IL
06/27/1997 - 12/31/1998
CAPITAL SECURITIES INVESTMENT CORPORATION (OAK BROOK IL)
NY
11/11/1996 - 05/19/1997
MARSH & MCLENNAN SECURITIES CORPORATION (NEW YORK NY)
IL
09/08/1995 - 10/29/1996
PEB FINANCIAL GROUP, INC. (CHICAGO IL)
IL
03/01/1991 - 08/31/1995
CAPITAL SECURITIES INVESTMENT CORPORATION (OAK BROOK IL)
NA
10/20/1986 - 10/17/1989
AETNA LIFE INSURANCE AND ANNUITY COMPANY
CT
10/20/1986 - 09/25/1989
AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)
BOTH
Issued 3/25/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/12/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/19/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/2/2014
Series 7 - General Securities Representative Examination
BC
Issued 10/17/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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