Margaret Ellen Whitlock (ChFC®)
Financial Advisor @ Margaret Ellen Whitlock Consulting | Committed to Your Prosperity and Peace of Mind.
Why We're Different
When it comes to my fees, I operate differently from other financial advisors. I charge a competitive 10% performance fee based solely on the profits generated from our collaborative investment strategies. Importantly, there are no upfront charges, and I never have access to your funds—my role is strictly limited to executing trades on your behalf, with your explicit permission.Learn more about me
Imagine your investments becoming not just profitable but transformative. With 20 years of experience, I'll guide you in building a diverse passive income portfolio, generating profit and helping you retire confidently. In a sea of financial data, I provide direction, navigating investment complexities.
My personalized approach starts with understanding your unique goals and crafting tailored strategies. Financial literacy is essential, and I empower you to make impactful decisions. Passionate about smart investing, I believe in its transformative power and the freedom financial security brings. Let's build the financial future you deserve together.
Broker Registration
Self-Regulatory Organizations(SRO)
Resume
Sumary
MARGARET ELLEN WHITLOCK
Financial Advisor @ Margaret Ellen Whitlock Consulting | Committed to Your Prosperity and Peace of Mind.
- 4 Landmark Square 2nd Floor Stamford, CT 06901
- [email protected]
State Securities Law Exam
IA Series 66 - Uniform Combined State Law Examination
Mar 20, 2006
Series 63 - Uniform Securities Agent State Law Examinationn
Jan 20, 2004
General Industry/Products Exam
SIE - Securities Industry Essentials Examination
Oct 1, 2018
Series 7 - General Securities Representative Examination
Jan 7, 2004
Principal/Supervisory Exam
Series 24 - General Securities Principal Examination
Jan 3, 2001
Work Experince
CITIGROUP GLOBAL MARKETS INC. (CRD# 7059)
2004 - 2009 (5 years)
CITIGROUP GLOBAL MARKETS INC. (CRD# 7059)
2006 - 2009 (3 year)
MORGAN STANLEY (CRD#:149777)
2009 - 2020 (11 years)
Additional Assurance
- Background Check: MARGARET ELLEN WHITLOCK has successfully passed a comprehensive background check including financial, criminal, and regulatory inquiries.
- Fiduciary Oath: MARGARET ELLEN WHITLOCK operates under a strict fiduciary standard, always putting her clients' best interests first.
- Continuous Education: MARGARET ELLEN WHITLOCK dedicates over 40 hours annually to continuing education to stay updated with the latest financial trends and regulations.
Services
Visualize a future free from financial stress. Expert guidance ensures steady wealth growth, letting you pursue dreams with confidence. Through personalized strategies, families secure their future, thriving with robust investment portfolios and retirement plans. Services include tailored investment management, retirement solutions, education savings plans, risk assessment, tax optimization, and financial literacy programs.
With over 20 years of experience, we offer dedicated support, ensuring your financial strategies align with your goals for a secure future. Don't leave your financial future to chance; schedule a consultation today to start building a future of financial security and freedom.
- Wealth Accumulation
- Investment Portfolio Management: Tailored investment strategies to maximize growth and ensure consistent profit.
- Retirement Planning: Strategic retirement solutions to help you retire comfortably and on your terms.
- Education Savings Plans: Secure your children's future with customized education savings strategies.
- Retirement Planning
- 401(k) and IRA Management: Optimize your retirement accounts for maximum growth and tax benefits.
- Social Security Optimization: Strategic planning to maximize your Social Security benefits.
- Pension Analysis: Comprehensive analysis and optimization of pension benefits.
- Risk Management
- Insurance Planning: Evaluate and select the best insurance policies to protect your assets and loved ones.
- Diversification Strategies: Minimize risk through well-diversified investment portfolios.
- Market Risk Assessment: Ongoing monitoring and adjustment of your portfolio to mitigate market volatility.
- Financial Literacy and Empowerment
- Educational Workshops: Regular workshops and seminars to boost your financial knowledge.
- Personalized Coaching: One-on-one sessions to answer your financial questions and guide you through complex decisions.
- Resource Library: Access to a wealth of resources including articles, guides, and tools to enhance your financial literacy.
Why Choose Us?
With over 20 years of experience, we are dedicated to guiding you through every financial decision with expertise and care. Our personalized approach ensures that your financial strategies are tailored to your unique goals and circumstances, providing you with peace of mind and a secure financial future.
Get Started Today
Don't leave your financial future to chance. Contact us now to schedule a consultation and take the first step towards achieving your financial goals with confidence and clarity. Let us help you build a future where your financial security and freedom are assured.
Testimonials
Voices of Satisfaction: Testimonials That Speak Volumes.
Struggling in finance, aiming for early retirement seemed daunting. After disappointments, Margaret Ellen Whitlock's expertise brought clarity, substantial returns, and confidence in my retirement plans.
Richard Goodman
Margaret is a top notch, internationally recognized investment adviser with excellent and personalized services. Investment returns are admirable when porfits are your focus. Would recommend Mrs. Margaret Ellen Whitlock without reservation or qualification.
Sara Morgan
Lost in investments, I faced losses amid life's demands. Margaret Ellen Whitlock offered tailored strategies, guiding me to financial clarity and a secure path to early retirement.
Morgan Karlis
Margaret's proactive approach to wealth management is impressive. From day one, she's focused on optimizing our finances, with clear explanations and regular reviews. If you want your money to work harder, give her a call!
Matt Cameron
I trust Margaret Ellen Whitlock wholeheartedly. Her expertise, compassion, and dedication make her the ideal advisor for financial security and asset growth. I rely on her for my own needs and recommend her to family and clients.
