Unclaimed
Margo Abdo is a registered representative with Deutsche Bank Securities Inc. Margo has been in the securities industry since July 23, 1999. Margo has a Series 7, Series 66, and SIE license. Margo has been with Deutsche Bank Securities Inc. since April 14, 2021. Prior to that, Margo worked at RBC CAPITAL MARKETS, LLC, Oppenheimer & Co. Inc., TRUSTMONT FINANCIAL GROUP, INC., and CIBC WORLD MARKETS CORP. Margo is registered to provide securities advice in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands.
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.
Equity & debt research, macro research, quant strategy, multi- asset research, catalyst calls
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.
Hard dollar payments for research
1
2
FL
04/14/2021 - Present
Deutsche Bank Securities Inc. (JACKSONVILLE FL)
FL
05/23/2016 - 03/31/2021
RBC CAPITAL MARKETS, LLC (NAPLES FL)
FL
06/20/2011 - 06/01/2016
OPPENHEIMER & CO. INC. (FORT MYERS FL)
PA
02/11/2009 - 08/24/2010
TRUSTMONT FINANCIAL GROUP, INC. (GREENSBURG PA)
FL
01/03/2003 - 04/15/2008
OPPENHEIMER & CO. INC. (MIAMI FL)
NY
11/18/1997 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
BOTH
Issued 03/24/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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