Margaret Marie Rose

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2008 → Present
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA
• 09/2008 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA

Previous Registrations

• 2008-01-28 → 2008-09-03
  Cetera Advisors Llc
  Colorado Springs, CO

Other Businesses

1)MARGIE M ROSE, 5509 PRAIRIE SCHOONER DR, COLORADO SPRINGS, CO, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 08/30/00, INV REL, 15 HR/MO- 5/TRADING HR. 2)CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-30/WK 15/TRADING. 12/06/07- 12/06/07.

Exams

• S66 Uniform Combined State Law Examination
  2007-12-06
• S63 Uniform Securities Agent State Law Examination
  1999-10-07

Other Names

• Margaret Marie Reynoldsrose
• Margie Reynolds
• Margie Rose