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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marguerite? Claim Your ProfileMarguerite Fagan-whitmore is a financial advisor with Captrust, a firm based in Raleigh, North Carolina. Marguerite has been in the industry since 1991 and has experience with a variety of firms, including Financial Telesis Inc, Linsco/Private Ledger Corp, and MML Investors Services. Marguerite is licensed to provide financial advice in both Connecticut and New York. Marguerite specializes in working with insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses.
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.
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.
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.
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.
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2
NY
07/10/2021 - Present
Captrust (Lake Success NY)
NY
07/26/2005 - 03/03/2014
FINANCIAL TELESIS INC (PORT WASHINGTON NY)
SC
11/29/2002 - 07/25/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MA
10/24/2001 - 11/12/2001
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
03/08/1996 - 03/19/2001
VISTA FUND DISTRIBUTORS, INC. (BOSTON MA)
MA
03/06/1995 - 01/30/1996
JOHN HANCOCK FUNDS, INC. (BOSTON MA)
NA
06/17/1993 - 10/13/1994
AMERICAN CAPITAL MARKETING, INC.
CO
10/31/1990 - 06/10/1993
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
NY
06/02/1988 - 11/12/1988
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
05/20/1986 - 09/11/1987
OPPENHEIMERFUNDS DISTRIBUTOR, INC.
BOTH
Issued 05/04/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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