Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margie? Claim Your ProfileMargie Carpenter is a financial advisor with over 25 years of experience in the industry. Margie is a Certified Financial Planner® professional who has provided financial planning services for individuals and families for over a decade. Margie is currently registered with Farther, where she provides financial planning and portfolio management services. Prior to joining Farther, Margie was a financial advisor with Bell Tower Advisors. Margie's career has focused on assisting clients with building a sound financial plan and helping them achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
07/21/2022 - Present
Farther (SAN FRANCISCO CA)
ME
01/28/1997 - 08/31/1998
BISYS FUND SERVICES LIMITED PARTNERSHIP (PORTLAND ME)
BC
Issued 10/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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