MB
Margaux C. Buridant
FORESIDE FINANCIAL SERVICES
New York, NY 10019
Some features on this profile are disabled
CRD#: 7276548
MB
Professional summary
Margaux Charlotte Buridant, who also goes by Margaux Charlotte Annie Msika, is a registered financial professional currently at FORESIDE FINANCIAL SERVICES, LLC located in New York, New York.
Margaux is registered as a RR (Registered Representative) and started their career in finance in 2020. Margaux has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Margaux Charlotte Annie Msika
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.
1) 05/03/2023 - BMO Investment Services - Investment Related - At Reported Business Locations - DBA for LPL Business (entity for LPL business) 2) 05/03/2023 - Rental Property - Investment Related - Toulon, France - Real Estate Rental - Co-Owner - Start Date: 06/07/2017 - 2 Hours Per Month/0 Hours During Trading
CRS (Client Relationship Summary) - BD
Click below to view Margaux Charlotte Buridant's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 3, 2024 - Present
FORESIDE FINANCIAL SERVICES, LLC
Office #1: 9 West 57th street 45th floor, New York, NY 10019BD
CRD#: 148477
New York, NY
Past
July 19, 2023 - March 8, 2024
LPL FINANCIAL LLC
RIA
CRD#: 6413
NEW YORK, NY
Past
July 19, 2023 - March 8, 2024
LPL FINANCIAL LLC
BD
CRD#: 6413
NEW YORK, NY
Past
February 11, 2021 - July 19, 2023
BANCWEST INVESTMENT SERVICES, INC.
RIA
CRD#: 29357
NEW YORK, NY
Past
November 24, 2020 - July 19, 2023
BANCWEST INVESTMENT SERVICES, INC.
BD
CRD#: 29357
NEW YORK, NY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(5/3/2024)
RR
Alaska(5/3/2024)
RR
Arizona(5/3/2024)
RR
Arkansas(5/3/2024)
RR
California(5/3/2024)
RR
Colorado(5/3/2024)
RR
Connecticut(5/3/2024)
RR
Delaware(5/3/2024)
RR
District of Columbia(5/3/2024)
RR
Florida(5/3/2024)
RR
Georgia(5/3/2024)
RR
Hawaii(5/3/2024)
RR
Idaho(5/3/2024)
RR
Illinois(5/3/2024)
RR
Indiana(5/3/2024)
RR
Iowa(5/3/2024)
RR
Kansas(5/3/2024)
RR
Kentucky(5/3/2024)
RR
Louisiana(5/3/2024)
RR
Maine(5/3/2024)
RR
Maryland(5/3/2024)
RR
Massachusetts(5/3/2024)
RR
Michigan(5/3/2024)
RR
Minnesota(5/3/2024)
RR
Mississippi(5/3/2024)
RR
Missouri(5/3/2024)
RR
Montana(5/3/2024)
RR
Nebraska(5/3/2024)
RR
Nevada(5/3/2024)
RR
New Hampshire(5/3/2024)
RR
New Jersey(5/3/2024)
RR
New Mexico(5/3/2024)
RR
New York(5/3/2024)
RR
North Carolina(5/3/2024)
RR
North Dakota(5/3/2024)
RR
Ohio(5/3/2024)
RR
Oklahoma(5/3/2024)
RR
Oregon(5/3/2024)
RR
Pennsylvania(5/3/2024)
RR
Rhode Island(5/3/2024)
RR
South Carolina(5/3/2024)
RR
South Dakota(5/3/2024)
RR
Tennessee(5/3/2024)
RR
Texas(5/3/2024)
RR
Utah(5/3/2024)
RR
Vermont(5/3/2024)
RR
Virginia(5/3/2024)
RR
Washington(5/3/2024)
RR
West Virginia(5/3/2024)
RR
Wisconsin(5/3/2024)
RR
Wyoming(5/3/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/24/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
FF
FORESIDE FINANCIAL SERVICES, LLC
BHIL DISTRIBUTORS, INC. | FORESIDE FINANCIAL SERVICES, LLC | BHIL DISTRIBUTORS, LLC
CRD#: 148477 / SEC#: , 8-68027
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information
Main Address
190 Middle Street Suite 301, Portland, ME 04101
Mailing Address
190 Middle Street Suite 301, Portland, ME 04101
Phone number
(866) 251-6920
Established
Delaware since 07/31/2016
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees
FINRA licenses (53 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FORESIDE DISTRIBUTORS, LLC | DIRECTOR OWNER/SOLE MEMBER | |
| BRUNNER, JENNIFER ANNE | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | 1137783 |
| COWAN, TERESA MARIA KAZMIERSKI | PRESIDENT/MANAGER/DIRECTOR | 1544189 |
| EDELMAN, GABRIEL | SECRETARY | 6654419 |
| LA FOND, SUSAN LORENE | TREASURER | 4512785 |
| LANZA, CHRISTOPHER CONTE | VICE PRESIDENT | 2184856 |
| MACCHIA, KATE SCHENDEL | VICE PRESIDENT | 4863973 |
| SOMMERS, WESTON | CFO/FINOP | 5290145 |
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.
