About Margarita

Margarita is a LPL Registered Sales Assistant, with over 25 years of experience in operations and client service. She joined Meleco Wealth Managment, along with Vince and Steve in 2017, after working at Wells Fargo Advisors as the Compliance Liasion for the downtown Albany Branch. Her primary objective is to provide excellent customer service to clients and support the advisors by carrying out all administrative responsibilities. She holds a Series 7 and 63 registration through LPL Financial.

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