Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margery? Claim Your ProfileMargery Loevner is a financial professional with over 40 years of experience in the securities industry. Margery currently holds a Series 7, Series 63, and Series 65 licenses and is registered with Oppenheimer & Co. Inc. Prior to joining Oppenheimer & Co. Inc., Margery worked at UBS Financial Services Inc., Kidder, Peabody & Co. Incorporated, Paine, Webber, Jackson & Curtis Inc., Blythe Eastman Dillon & Co. Incorporated, and Moore, Leonard & Lynch, Incorporated. Margery has a strong background in providing financial planning, portfolio management, and investment advisory services.
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.
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.
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.
1
2
PA
10/09/2009 - Present
Oppenheimer & Co. Inc. (MONROEVILLE PA)
PA
01/28/1995 - 10/14/2009
UBS FINANCIAL SERVICES INC. (PITTSBURGH PA)
NY
04/19/1984 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NA
01/31/1980 - 05/22/1984
PAINE, WEBBER, JACKSON & CURTIS INC.
NA
01/02/1979 - 01/31/1980
BLYTH EASTMAN DILLON & CO. INCORPORATED
NA
02/01/1978 - 01/02/1979
MOORE, LEONARD & LYNCH, INCORPORATED
IA
Issued 01/29/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1978
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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