Margaret H. Isdale
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 Holly Isdale, who also goes by M Holly Isdale-ryan, Margaret Isdaleryan, was a registered financial professional .
Margaret is a previously registered financial professional and started their career in finance in 1999. Margaret had worked at 6 firms and has passed the Series 65, Series 66, Series 63, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 5, 2012 - April 25, 2016
WEALTHAVEN ASSET MANAGEMENT ADVISORS
February 26, 2009 - October 11, 2010
BESSEMER INVESTOR SERVICES, INC.
September 22, 2008 - February 6, 2009
BARCLAYS CAPITAL INC.
June 5, 2007 - October 15, 2008
LEHMAN BROTHERS INC.
March 4, 2004 - September 22, 2008
LEHMAN BROTHERS INC.
April 26, 1999 - March 8, 2004
GOLDMAN SACHS & CO. LLC
March 2, 1999 - April 22, 1999
JPMSI
State Registrations and Notice Filings
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Exams
Current Firm
WEALTHAVEN ASSET MANAGEMENT ADVISORS
CRD#: 161646 / SEC#: 801-74486
Contact information
Red Flags
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