Margaret McNabb (CRD# 727569) is an Investment Advisor Representative working at Portfoliosboston in Dennis, MA and has over 43 years of experience in the finance industry. Margaret McNabb has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2677359
Ameriprise Financial Services, LLC
CRD# 6353257
Shp Wealth Management, LLC
CRD# 4661335
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Portfoliosboston | Dennis, MA | Apr 1994 - Current | 30 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1981 |
- MA
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Total Assets Under Management19MILLIONS
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Total Number of Accounts68ACCOUNTS
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Average Account Value$272,794
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
MA
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