Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margery? Claim Your ProfileMargery Birkedal is a financial professional with over 20 years of experience in the financial services industry. Margery currently works for Avantax Advisory Services. Margery has held a variety of roles in the industry, including working for Ameriprise Advisor Services, Inc., BirchTree Financial Services, Inc., and Waddell & Reed, Inc. Margery is registered with the state of Alaska as an Investment Advisor Representative, and with the state of California as an Investment Advisor Representative. Margery holds the Series 6, Series 7, Series 65, and Series 66 securities licenses.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
07/18/2019 - Present
Avantax Advisory Services (DALLAS TX)
AK
09/29/2001 - 08/25/2009
AMERIPRISE ADVISOR SERVICES, INC. (ANCHORAGE AK)
MN
03/28/2000 - 10/02/2001
BIRCHTREE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
KS
11/07/1997 - 02/01/2000
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 10/29/2003
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/17/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2008
Series 7 - General Securities Representative Examination
BC
Issued 11/06/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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