Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marguerite? Claim Your ProfileMarguerite Susan Robinson is an Investment Advisor Representative at Rockefeller Financial LLC. Marguerite Susan Robinson has 30 years of experience in the financial services industry. She has a Series 63 and Series 7TO license. Marguerite Susan Robinson is a Certified Financial Planner. Marguerite Susan Robinson has 9 state registrations and specializes in providing financial planning, pension consulting, and selection of other advisors.
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.
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2
NY
04/20/2021 - Present
Rockefeller Financial LLC (New York NY)
BC
Issued 10/18/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/11/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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