Marguerita
Hardy
Cnl Educational Institute, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Marguerita Hardy is a financial advisor based in Orlando, Florida, who has 2 years of industry experience. Hardy is an employee of Cnl Educational Institute, LLC. Over the course of their career, Hardy has held roles at Valic, Valic Financial Advisors, Inc, The 4R Foundation, Timothy Partners, LTD, Cnl Securities Corporation, Cnl Educational Institute, LLC and National Christian Foundation. Hardy maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Delaware and Florida. Cnl Educational Institute, LLC is a financial advisory firm based out of Orlando, FL. The business provides other services. A financial advisor's fees largely vary depending on which service is provided. Fees billed by Cnl Educational Institute, LLC typically consist of other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Cnl Educational Institute, LLC Brokerage Details
8
Investment Advisory Services
- Other
Marguerita Hardy Work History
Marguerita has been registered as a financial advisor for 2 years.*
Cnl Securities Corporation
Cnl Educational Institute, LLC
National Christian Foundation
Cnl Securities Corporation
Cnl Educational Institute, LLC
Timothy Partners, LTD
The 4R Foundation
Valic Financial Advisors, Inc
Valic
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Marguerita Hardy 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 Cnl Educational Institute, LLC
Orlando, FL
Orlando, FL
Orlando, FL
Orlando, FL
Orlando, FL
Orlando, FL
Orlando, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
