Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margot? Claim Your ProfileMargot Eustace is a financial advisor with over 28 years of experience in the industry. Margot is currently registered with Wells Fargo Advisors Financial Network, LLC in ALPHARETTA, GA and is licensed in 47 states. Margot's previous experience includes roles with Stifel, Nicolaus & Company, Incorporated, Raymond James & Associates, Inc., Morgan Keegan & Company, Inc., UBS Financial Services Inc., Wachovia Securities, LLC and Prudential Securities Incorporated. Margot is Series 3, 7, 63 and SIE licensed. Margot's areas of specialization include fixed income, equities, mutual funds and variable annuities.
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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GA
07/13/2023 - Present
Wells Fargo Advisors Financial Network, LLC (ALPHARETTA GA)
GA
06/17/2014 - 07/24/2023
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ATLANTA GA)
GA
02/13/2013 - 06/26/2014
RAYMOND JAMES & ASSOCIATES, INC. (ATLANTA GA)
GA
03/06/2009 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (ATLANTA GA)
GA
02/18/2005 - 03/17/2009
UBS FINANCIAL SERVICES INC. (ATLANTA GA)
MO
07/01/2003 - 02/22/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
07/05/1994 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 11/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/1994
Series 7 - General Securities Representative Examination
BC
Issued 08/21/1993
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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