Marguerite Beach (CRD# 6743545) is an Investment Advisor Representative working at Nexjenn Financial Services in Naperville, IL and has over 7 years of experience in the finance industry. Marguerite Beach 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# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Nexjenn Financial Services | Naperville, IL | Aug 2021 - Current | 2 |
| Nexjenn Cpa, Ltd | Naperville, IL | Apr 2020 - Current | 4 |
| Nexjenn Real Estate | Naperville, IL | Jan 2018 - Current | 6 |
| New Vision Wealth Management | Mt Prospect, IL | Aug 2019 - Aug 2021 | 2 |
| New Vision Cpa Group | Mt Prospect, IL | Oct 2010 - Dec 2020 | 10 |
| 1st Global Capital Corp | Mount Prospect, IL | Apr 2017 - Sep 2019 | 2 |
| 1st Global Advisors, Inc. | Mount Prospect, IL | Apr 2017 - Sep 2019 | 2 |
| New Vision Wealth Management, LLC | Mt Prospect, IL | Apr 2017 - Aug 2019 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2017 |
- IL
-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts3ACCOUNTS
-
Average Account Value$565,667
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
IL
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