Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margo? Claim Your ProfileMargo Hill is a financial advisor at Ameriprise Financial Services, LLC. Margo has been in the financial services industry since August 2008 and is registered with the state of Connecticut and Florida. Margo has a strong background in financial planning and portfolio management, and has been recognized as a Certified Financial Planner. Ameriprise Financial Services, LLC is a large financial services firm with offices in several states, and serves a wide range of clients, including high-net-worth individuals, corporations, and retirement plans.
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.
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.
Asset allocation services
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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2
CT
01/11/2022 - Present
Ameriprise Financial Services, LLC (North Haven CT)
NV
10/30/2014 - 09/15/2015
FOOTHILL SECURITIES, INC. (LAS VEGAS NV)
NV
08/22/2014 - 09/05/2014
AMERIPRISE FINANCIAL SERVICES, INC. (LAS VEGAS NV)
NY
06/29/2012 - 07/09/2014
BMO CAPITAL MARKETS CORP. (NEW YORK NY)
NY
11/09/2010 - 04/16/2012
CANACCORD GENUITY INC. (NEW YORK NY)
NY
08/20/2008 - 07/16/2009
FIRST CAPITAL EQUITIES,LTD. (LAKE SUCCESS NY)
NY
12/16/2006 - 07/24/2008
AMERIPRISE FINANCIAL SERVICES, INC. (GARDEN CITY NY)
NY
09/12/2006 - 11/20/2006
METLIFE SECURITIES INC. (NEW YORK NY)
NY
09/12/2006 - 11/20/2006
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 01/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2007
Series 7 - General Securities Representative Examination
BC
Issued 09/11/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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