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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 Shepard is a financial advisor with Wells Fargo Advisors Financial Network, LLC, and has been in the industry since 1982. She is registered to provide investment advice in 31 states. She specializes in financial planning, portfolio management, and investment consulting services for individuals, businesses, and institutions. Margo is a Certified Financial Planner™ and holds the Series 7, Series 31, Series 63 and Series 65 licenses.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MO
10/22/2024 - Present
Wells Fargo Advisors Financial Network, LLC (KANSAS CITY MO)
KS
10/21/2010 - 03/01/2024
WELLS FARGO CLEARING SERVICES, LLC (MISSION WOODS KS)
MO
06/01/2009 - 11/19/2010
MORGAN STANLEY SMITH BARNEY (KANSAS CITY MO)
MO
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (KANSAS CITY MO)
NY
04/11/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
08/08/1983 - 04/11/1988
E. F. HUTTON & COMPANY INC
NA
01/25/1982 - 07/15/1983
KIDDER, PEABODY & CO. INCORPORATED
IA
Issued 03/06/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 01/16/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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