Margaret Petersen is an investment adviser representative (IAR) with state registration records since 2018, appearing at 4 firms. Currently registered with CITIZENS SECURITIES, INC., CLARFELD FINANCIAL ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CLARFELD FINANCIAL ADVISORS, LLC | 2024-04-19 | present | Yes |
| CITIZENS SECURITIES, INC. | 2024-04-19 | present | Yes |
| J.P. MORGAN SECURITIES LLC | 2024-03-08 | 2024-04-20 | — |
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | 2018-04-17 | 2024-04-22 | — |