Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marguireta? Claim Your ProfileMarguireta Heger is a financial professional with over 30 years of experience in the industry. Marguireta is currently registered with Fidelity Brokerage Services LLC and National Financial Services LLC. Marguireta holds the Series 6, 63, 99TO, and SIE licenses. Marguireta has previously held positions at Evergreen Investment Services, Inc. and Eaton Vance Distributors, Inc.
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
MA
02/08/2023 - Present
Fidelity Brokerage Services LLC (BOSTON MA)
NC
08/08/1996 - 11/10/2005
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
MA
09/19/1991 - 03/04/1996
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
BC
Issued 09/18/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2022
Series 99TO - Operations Professional Examination
BC
Issued 07/01/2022
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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