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MC

Margaret E. Clemons

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CRD#: 2005066
MC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Margaret Elizabeth Clemons was a registered financial professional .

Margaret is a previously registered financial professional and started their career in finance in 1989. Margaret had worked at 1 firm and has passed the Series 63 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

December 7, 1989 - February 8, 1993

FIRSTAR INVESTMENT SERVICES,INC.

BD
CRD#: 14536

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 1/26/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


FI
FIRSTAR INVESTMENT SERVICES,INC.
ELAN INVESTMENT SERVICES, INC. | FIRSTAR INVESTMENT SERVICES,INC. | FIRSTAR INVESTMENT SERVICES, INC. | FIRST WISCONSIN INVESTMENT SERVICES | ELANCO INVESTMENT SERVICES, INC.

CRD#: 14536 / SEC#: , 8-30767

BD
Terminated by SEC on 02/18/2002
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Contact information


Main Address
Mailing Address
Phone number
Established
Wisconsin since 10/21/1983
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
U.S. BANCORP MINNESOTA, N.A.OWNER
DAVIS, RICHARDDIRECTOR
GUEVARA, CARLOS JOHNSENIOR VICE PRESIDENT, DIRECTOR OF COMPLIANCE1697335
HIDY, RICHARD J.CHIEF LEGAL OFFICER, SECRETARY
JACOBSMEYER, CAROL JEANDIRECTOR603832
LAMMERT, MARILYN KAYASSISTANT VICE PRESIDENT, SROP, CROP1264361
MCCORMACK, DANIEL JOSEPHINTERIM PRESIDENT1808443
SANTIAGO, MARIA ISABELSENIOR VICE PRESIDENT, OPERATIONS & BROKER SERVICES1275974
SHORT, STEVENDIRECTOR
TRUEMAN, DANIEL JOSEPHFINANCIAL AND OPERATIONS PRINCIPAL2912375

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FIRSTAR INVESTMENT SERVICES,INC.

CRD#: 14536

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