Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margret? Claim Your ProfileMargret Birch is a financial advisor who has been in the industry since 2002. Margret currently works for Morgan Stanley and has been registered with FINRA since 2013. Margret is registered in 43 states and 2 jurisdictions as an investment advisor. Margret also has a background with Incapital, LLC, SWS Securities Inc., Southwest Securities, Inc., Balis Lewittes & Coleman, Inc., Morgan Stanley & Co., Incorporated, and Howe Barnes Investments, Inc.. Margret has her Series 7, Series 63, Series 66, and SIE licenses. Margret specializes in portfolio management for businesses, individuals, and investment companies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
IL
03/26/2020 - Present
Morgan Stanley (Oak Brook IL)
FL
04/22/2003 - 02/06/2006
INCAPITAL, LLC (DELRAY BEACH FL)
TX
01/24/2002 - 07/03/2002
SWS SECURITIES INC. (DALLAS TX)
TX
09/29/1997 - 01/02/2001
SOUTHWEST SECURITIES, INC. (DALLAS TX)
NY
08/23/1995 - 10/01/1997
BALIS LEWITTES & COLEMAN, INC. (NEW YORK NY)
NY
06/30/1993 - 04/19/1995
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
IL
10/27/1992 - 06/29/1993
HOWE BARNES INVESTMENTS, INC. (CHICAGO IL)
BOTH
Issued 03/20/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/19/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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