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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margreit? Claim Your ProfileMargreit McInnis is a financial advisor with over 23 years of experience in the financial services industry. Margreit has been with LPL Financial LLC since January 2024 and is currently registered as a Registered Representative and Investment Advisor Representative in New York. Prior to joining LPL Financial LLC, Margreit has held roles at TRANSAMERICA FINANCIAL ADVISORS, INC, NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC, AMERIPRISE FINANCIAL SERVICES, INC., IDS LIFE INSURANCE COMPANY, and THE DREYFUS SERVICE CORPORATION. Margreit is dedicated to helping her clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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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NY
01/02/2024 - Present
LPL Financial LLC (HAUPPAUGE NY)
NY
04/21/2023 - 07/28/2023
TRANSAMERICA FINANCIAL ADVISORS, INC (Port Jefferson Station NY)
NY
03/18/2009 - 11/30/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MELVILLE NY)
NY
02/08/1999 - 09/19/2008
AMERIPRISE FINANCIAL SERVICES, INC. (ROCKVILLE CENTRE NY)
MN
02/08/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
10/13/1993 - 10/06/1994
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
IA
Issued 07/24/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/11/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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