Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margo? Claim Your ProfileMargo Jane Scepaniak is an investment advisor representative with Osaic Wealth, Inc., and has been in the industry since 1996. Margo is registered with the state of Minnesota and several other states. Margo has a Series 6, Series 63, Series 65 and SIE. Margo also owns and operates Black Financial Services, Inc. and provides a variety of financial services to individuals and families.
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.
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
MN
01/19/2024 - Present
Osaic Wealth, Inc. (AVON MN)
MN
03/18/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (AVON MN)
MN
02/14/2018 - 03/27/2019
LPL FINANCIAL LLC (AVON MN)
MN
09/18/2000 - 02/14/2018
SII INVESTMENTS, INC. (AVON MN)
CA
07/01/1999 - 09/15/2000
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
MN
09/30/1997 - 07/02/1999
WORKMAN SECURITIES CORPORATION (EDEN PRAIRIE MN)
CT
05/06/1994 - 12/31/1995
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
IA
Issued 11/13/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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