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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margo? Claim Your ProfileMargo Bennett Bryant is a financial advisor with over 25 years of experience in the financial services industry. Margo is currently registered as a Registered Representative with Fidelity Personal and Workplace Advisors, and has held this position since July 2018. Prior to this, Margo was a financial advisor with T. Rowe Price Investment Services, Inc. for 19 years. Margo has a broad range of experience in the financial services industry and has held multiple licenses and certifications, including Series 7, Series 10, Series 24, Series 52, Series 53, and Series 66, and the SIE exam. Margo specializes in providing financial advice to individuals, high-net-worth individuals, corporations and other businesses, pension and profit-sharing plans, and charitable organizations. Margo is also a Board Member of Notre Dame Preparatory School.
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.
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.
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.
1
2
MD
11/26/2019 - Present
Fidelity Personal AND Workplace Advisors (TOWSON MD)
MD
09/17/1996 - 04/19/2016
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
BOTH
Issued 04/30/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/07/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/20/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/28/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/04/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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