Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margie? Claim Your ProfileMargie Schletz is a financial professional with over 20 years of experience in the industry. Margie is currently registered with J.P. Morgan Securities LLC and has previously worked with Chase Investment Services Corp., CCO Investment Services Corp., American Family Securities, LLC, State Farm VP Management Corp. and TCF Investments, Inc. Margie holds the Series 6, Series 63 and SIE licenses and is registered in California, Florida, Illinois and Indiana. Margie's specialties include portfolio management for businesses and individuals as well as financial planning and pension consulting.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
IL
10/01/2012 - Present
J.p. Morgan Securities LLC (MOKENA IL)
IL
02/24/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW LENOX IL)
IL
07/31/2008 - 02/13/2009
CCO INVESTMENT SERVICES CORP. (FRANKFORT IL)
IL
03/05/2007 - 03/04/2008
AMERICAN FAMILY SECURITIES, LLC (FRANKFORT IL)
IL
10/12/2004 - 07/21/2006
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
MN
02/20/2001 - 08/09/2004
TCF INVESTMENTS, INC. (MINNEAPOLIS MN)
BC
Issued 02/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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