Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margot? Claim Your ProfileMargot Michele Jackson is a financial professional with over 20 years of experience in the industry. Margot is currently registered with PFS Investments Inc. and has been with the firm since 2005. Margot specializes in investment company products and variable contracts and holds several licenses, including Series 6, 26, and 63. Margot's previous experience includes a role with TIAA-CREF Individual & Institutional Services, Inc. in New York.
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.
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.
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CA
06/27/2005 - Present
PFS Investments Inc. (PASADENA CA)
NY
09/08/1994 - 09/25/1996
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, INC. (NEW YORK NY)
BC
Issued 07/02/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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