Best Investors Account Sign in

Margret Helen Schrant

Raymond James & Associates, Inc.

Wellington, FL

Geneva, IL

Oakbrook Terrace, IL

CRD 2542684

Claim This Profile
Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-10-01
FL RA APPROVED 2020-01-03
IL RA APPROVED 2019-06-20
  • TX RA
    APPROVED
    Since 2021-10-01
  • FL RA
    APPROVED
    Since 2020-01-03
  • IL RA
    APPROVED
    Since 2019-06-20

Branch Locations

Wellington, FL • United States

Geneva, IL • United States

1 Mid America Plz Suite 800, Oakbrook Terrace, IL 60181 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Meadow Brook Farm Elgin IL 04/2009 Present
Wells Fargo Advisors Llc Elgin IL 05/2009 11/2016
Wells Fargo Clearing Services, Llc Elgin IL 11/2016 06/2019
Raymond James & Associates, Inc Oakbrook Terrace IL 06/2019 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-03-22
S63 Uniform Securities Agent State Law Examination 1994-11-10
  • S65 Uniform Investment Adviser Law Examination
    1995-03-22
  • S63 Uniform Securities Agent State Law Examination
    1994-11-10
Designations
  • Certified Financial Planner
Other Names
  • Margret Helen Stockinger
  • Margret Helen Schrant

View on SEC IAPD

More in Wellington, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor