Margaret O. Ranger
Professional summary
Margaret Owen Ranger, who also goes by Margaret Owen, Margo Owen Ranger, Margo Ranger, Margot Ranger, Peggy Ranger, is a registered financial advisor currently at WAKELY INVESTMENT MANAGEMENT located in Wakefield, Massachusetts.
Margaret is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1980. Margaret has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Margaret Owen Ranger's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 20, 2013 - Present
WAKELY INVESTMENT MANAGEMENT
October 27, 2009 - April 9, 2013
PW GLOBAL ADVISORS
January 28, 1995 - April 23, 2009
UBS FINANCIAL SERVICES INC.
May 30, 1985 - January 28, 1995
KIDDER, PEABODY & CO. INCORPORATED
November 21, 1980 - June 4, 1985
MOSELEY SECURITIES CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/20/2013)
Exams
Current Firm
WAKELY INVESTMENT MANAGEMENT
CRD#: 167206 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 126 |
| AUM (Assets Under Management) | $ 83,440,001 |
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.
