Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marguerite? Claim Your ProfileMarguerite Hall is a registered representative at Equity Services, Inc. in Marlton, NJ. Marguerite has been in the financial services industry for over 10 years. Prior to joining Equity Services, Inc., Marguerite worked at Brokers International Financial Services, LLC. and Mutual of Omaha Investor Services, Inc. Marguerite holds the Series 6 and SIE licenses and has been registered with FINRA since 2015. Marguerite is dedicated to providing financial planning and investment management services to individuals, families, and businesses. She is also experienced in working with charitable organizations and pension and profit-sharing plans. Marguerite is committed to helping her clients achieve their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
05/21/2021 - Present
Equity Services, Inc. (MARLTON NJ)
NJ
06/22/2018 - 06/11/2019
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (Sicklerville NJ)
NJ
08/11/2015 - 03/30/2018
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (MARLTON NJ)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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