Unclaimed
Marguerite Gallagher is a financial advisor with Foreside Fund Services, LLC. Marguerite has been in the financial services industry since August 17, 2018. Marguerite holds the Series 66, Series 24, SIE, and Series 7 licenses. Marguerite is registered to sell securities in California, District of Columbia, Maryland, and New Mexico. Marguerite is also a Registered Representative with FINRA.
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.
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2
MD
05/17/2023 - Present
Foreside Fund Services, LLC (BETHESDA MD)
NM
08/17/2018 - 02/24/2023
LPL FINANCIAL LLC (ALBUQUERQUE NM)
BOTH
Issued 04/22/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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