Mary K. Margolis, CFP
Mbr Financial
Financial Planner in Houston, TX
Address:3525 Albans Rd
Houston, TX 77005
About Mary K. Margolis
Mary Margolis is a financial professional at Mbr Financial located in Houston, Texas. Mary Margolis holds an industry securities registration subject to FINRA oversight having passed securities examinations including S24, S53, S63, S65, S66 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Mary Margolis provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Mary Margolis3525 Albans Rd
Houston, TX 77005
Phone Number:
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Website:
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