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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 Louise Ryan is a financial advisor who has been in the industry since July 18, 2007. Marguerite is currently registered with Equitable Advisors, LLC in Melville, New York. Marguerite has been with this firm since October 2024. Marguerite has been registered with the state of New York as an Investment Advisor Representative since November 22, 2021. Marguerite is also registered as a Broker in 15 states, including California, Florida, Georgia, and Texas. Marguerite was previously registered with Wachovia Securities, LLC in St. Louis, Missouri and Prudential Securities Incorporated in New York, New York.
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.
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.
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2
NY
10/29/2024 - Present
Equitable Advisors, LLC (MELVILLE NY)
MO
07/01/2003 - 07/13/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
03/20/1990 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 11/21/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/21/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/09/2021
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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