linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Margherita Sandra Foschini

Brokers International Financial Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Margherita? Claim Your Profile

About Margherita Sandra Foschini

Margherita Foschini has been a registered investment advisor since 1998. Margherita is currently registered with Brokers International Financial Services, LLC. Margherita specializes in providing investment advisory services to individuals, high-net-worth individuals, corporations, and charitable organizations. Margherita has a wide range of experience in the financial services industry, having worked with several firms prior to Brokers International Financial Services, LLC.

Firm Information

Margherita Foschini is currently registered with Brokers International Financial Services, LLC. Brokers International Financial Services, LLC is a Limited Liability Company based in Urbandale, IA, that provides investment advisory services to individuals, businesses, charitable organizations, and other investment advisors. The firm is registered with the SEC and in all 51 states and has over 180 licensed agents, 173 investment advisor representatives, and 197 registered representatives. They have approximately $2 billion in assets under management, with a majority of their clients being individuals other than high-net-worth, followed by high-net-worth individuals. They also offer educational seminars and publish periodicals, and they are involved in wrap fee program participation.
Brokers International Financial Services, LLC

4135 NW URBANDALE DR

URBANDALE, IA 50322

$2.00B

Assets Under Management

10

Total Clients

226

Total Financial Advisors

Services Offered

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.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Percentage of assets managed by third-party advisor firms

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Margherita Foschini’s Registration & Firm History

IA

09/23/2022 - Present

Brokers International Financial Services, LLC (URBANDALE IA)

CT

08/02/2010 - 09/26/2022

LINCOLN INVESTMENT (FARMINGTON CT)

CT

10/24/2008 - 08/02/2010

GREAT AMERICAN ADVISORS, INC. (FARMINGTON CT)

CT

01/10/2005 - 09/13/2007

UVEST FINANCIAL SERVICES GROUP, INC. (FARMINGTON CT)

TX

06/10/2002 - 01/04/2005

AFS BROKERAGE, INC. (AUSTIN TX)

IN

10/14/1998 - 06/10/2002

CONSECO SECURITIES, INC. (CARMEL IN)

Not sure if Margherita Sandra Foschini is right for you?

Licenses & Designations

IA

Issued 06/22/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/07/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/07/2011

Series 7 - General Securities Representative Examination

BC

Issued 10/05/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Margherita Sandra Foschini.
Not sure if Margherita Sandra Foschini is right for you?