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Margrit J Hamilton

Kestra Investment Services, LLC

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About Margrit J Hamilton

Margrit Hamilton is a financial professional registered with Kestra Investment Services, LLC in Ellisville, Missouri. Margrit has been working in the financial industry since June 2010. She holds Series 63 and Series 11 licenses and is registered in Missouri. Margrit previously worked with National Planning Corporation and Consolidated Financial Investments, Inc..

Firm Information

Margrit Hamilton is currently registered with Kestra Investment Services, LLC. Kestra Investment Services, LLC is a Limited Liability Company formed in September 2014 and is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in 14 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

302

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Margrit Hamilton’s Registration & Firm History

MO

10/12/2017 - Present

Kestra Investment Services, LLC (Ellisville MO)

MO

05/03/2016 - 10/12/2017

NATIONAL PLANNING CORPORATION (ELLISVILLE MO)

MO

06/03/2010 - 05/04/2016

CONSOLIDATED FINANCIAL INVESTMENTS, INC. (CLAYTON MO)

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Licenses & Designations

BC

Issued 09/16/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/02/2010

Series 11 - Assistant Representative-Order Processing Qualification Exam

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Margrit J Hamilton.
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