Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margret? Claim Your ProfileMargret Helen Schrant is a financial advisor with Raymond James & Associates, Inc. Margret has over 28 years of experience in the financial services industry. She is registered to provide investment advice in Florida, Illinois, and Texas. Margret is also registered to provide securities services in 24 states. She has a Certified Financial Planner designation and is Series 7, Series 63, and Series 65 licensed. Margret previously worked at Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Lehman Brothers Inc.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
10/01/2021 - Present
Raymond James & Associates, Inc. (Wellington FL)
IL
01/17/2003 - 06/21/2019
WELLS FARGO CLEARING SERVICES, LLC (ELGIN IL)
NY
03/16/1995 - 01/22/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
10/11/1994 - 10/25/1994
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 03/22/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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