- Industry Experience: 22 Years
- Securities Licenses: 11 (Assistant Representative-Order Processing), 63 (Uniform Securities Agent State Law)
- Insurance License: Life & Health
- Contact Information: firstname.lastname@example.org
- Focus: Client relationship management; compliance and paperwork administration
- maintaining systems for client communications and reporting; calendar management
- assistance with client reviews and updates; administration of clients' accounts
Margrit does not currently offer securities or advisory services.