Margo AbdoCRD Number: 2581945
Current Firm: Deutsche Bank Securities Inc.
Margo Abdo (CRD# 2581945) is an Investment Advisor Representative working at Deutsche Bank Securities Inc. in Jacksonville, FL and has over 6 years of experience in the finance industry.
Ameriprise Financial Services, LLC
Fidelity Personal And Workplace Advisors
|Deutsche Bank Securities Inc.||Jacksonville, FL||Apr 2021 - Current||1|
|Rbc Capital Markets, LLC||Naples, FL||May 2016 - Mar 2021||4|
|Oppenheimer & Company Inc.||Miami, FL||Jun 2011 - May 2016||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2016|
Total Assets Under Management71MILLIONS
Total Number of Accounts24ACCOUNTS
Average Account Value$2,962,600
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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