Unclaimed
Marguerite Blackford is a financial professional with over 10 years of experience in the industry. Marguerite is currently registered with Wells Fargo Securities, LLC. Marguerite has passed multiple industry exams including the Series 7, Series 50, Series 52TO, Series 79, and the SIE exam.
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.
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.
1
2
NY
01/02/2024 - Present
Wells Fargo Securities, LLC (New York NY)
NY
08/12/2010 - 03/11/2019
MORGAN STANLEY & CO. LLC (NEW YORK NY)
BC
Issued 12/20/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 04/16/2019
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2010
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 08/11/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE National, Inc.
N
New York Stock Exchange
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