Margaret Goulet (CRD# 1358983) is an Investment Advisor Representative working at Park Avenue Securities LLC in Needham, MA and has over 30 years of experience in the finance industry.
CRD# 2616253
Walnut Hill Advisors, LLC
Score
104
CRD# 3090482
Woodstock Corporation
Score
102
CRD# 2513892
Advanced Portfolio Design, LLC
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Park Avenue Securities | Needham, MA | Jan 2016 - Current | 1 |
| Guardian Life Insurance | Needham, MA | Jan 2016 - Current | 1 |
| Park Avenue Securities | New York, NY | Dec 2000 - Dec 2015 | 15 |
| Guardian Life Insurance | New York, NY | Dec 2000 - Dec 2015 | 15 |
| Wellesley Financial Group | Wellesley Hills, MA | Nov 1986 - Dec 2015 | 29 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1986 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1998 |
- MA
-
Total Assets Under Management6,646MILLIONS
-
Total Number of Accounts39,311ACCOUNTS
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Average Account Value$169,065
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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