Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margot? Claim Your ProfileMargot Stotler is a Registered Representative and Investment Advisor Representative at Pinnacle Investments, LLC. Margot has been in the financial services industry since 2019. Margot holds the Series 7TO, Series 66, and SIE licenses and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Margot is also registered in 36 states and the District of Columbia. Margot provides a range of services to individuals, including financial planning, educational workshops, and portfolio management.
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.
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.
A percentage of the total value of assets under management is charged.
Educational workshops
1
2
NY
03/22/2021 - Present
Pinnacle Investments, LLC (AUBURN NY)
BOTH
Issued 03/20/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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