Margaret
Maruzo
Principle Wealth
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About this Advisor
Margaret Maruzo is a financial advisor based in Madison, Connecticut, working with Principle Wealth. Margaret has previously held positions at Vf Mcneil Insurance, Pruco Securities, LLC, Prudential Financial, Inc, Home Care Advantage LLC, Oneamerica Securities, American United Life Insurance Company, and Principle Wealth Partners LLC. Margaret has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut. Currently, Margaret is part of Principle Wealth, which operates out of Madison, Connecticut. The firm has 3 offices and 25 employees. The firm manages assets totaling $2.2 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Principle Wealth includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Principle Wealth Brokerage Details
$2,222,598,130
25
3,356
$662,276
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Margaret Maruzo Work History
Principle Wealth Partners LLC
Vf Mcneil Insurance
Oneamerica Securities
American United Life Insurance Company
Home Care Advantage LLC
Prudential Financial, Inc
Pruco Securities, LLC
Disclosures
Please visit the SEC profile of Margaret Maruzo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Principle Wealth
Madison, CT
Madison, CT
Madison, CT
Madison, CT
Madison, CT
Madison, CT
Madison, CT
Madison, CT
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