Margaret Powell
Professional Summary
Margaret Powell, who also goes by Margaret Del Toral, Margaret Garcia, was a registered financial advisor. Margaret was a previously registered financial professional and started their career in finance 1992 - 2018. Margaret had worked at 5 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 14 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Margaret Del Toral, Margaret Garcia
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures on record.
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Years of Experience
28 years in the financial services industry
Current & Past Employments
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Current Firm
EXCEED SECURITIES LLC | OMEGA POINT SECURITIES LLC | NEBARI SECURITIES, LLC
Contact Information
Main Address
3455 Peachtree Road Ne Suite 500, Atlanta, GA 30326Mailing Address
3455 Peachtree Road Ne Suite 500, Atlanta, GA 30326Phone Number
(404) 596-5393Established
Delaware since 08/06/2013Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (2 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| OP ACQUISITION LLC | MEMBER | — |
| SELF, JONATHAN ANDREW | CEO/CCO/FINOP/CFO | 4497531 |
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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