Margaret Roset
Margaret Roset is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Tampa, FL, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
711 S Howard Avenue, Suite 200, Tampa, FL, 33606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Margaret owns rental real estate and is the owner of MMOR Holdings LLC, a support company for her RJFS branch. She also serves as a co-trustee with her spouse, dedicating minimal time to these activities.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations23 states
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