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Detailed Report
MARGARET VERDERY LITTLE
CRD#: 2553393
IA
Investment Adviser
B
Broker
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNERCRD#: 20804 4317 BONNEY ROAD
VIRGINIA BEACH, VA 23452
Registration History
1995200020052010201520202025IAUNITED PLANNERS' FINANCIAL SER... (CRD# 20804)2015 - Present (10 years)BUNITED PLANNERS' FINANCIAL SER... (CRD# 20804)2003 - Present (21 years)BMORGAN STANLEY DW INC. (CRD# 7556)1994 - 2003 (8 years)IAFINANCIAL DESIGNS OF VIRGINIA,... (CRD# 116167)2003 - 2015 (11 years)IAMORGAN STANLEY (CRD# 7556)1995 - 2003 (8 years)
License(s)

State Registrations

B
California 10/20/2003
B
New Hampshire 8/16/2022
B
Colorado 1/25/2022
B
New York 10/20/2003
B
Connecticut 2/23/2018
B
North Carolina 10/3/2003
B
District of Columbia 2/6/2006
B
Ohio 6/28/2020
B
Florida 1/3/2007
B
Pennsylvania 1/14/2010
B
Idaho 2/13/2012
B
South Carolina 5/17/2019
B
Iowa 4/22/2021
B
Texas 2/26/2020
B
Maryland 10/20/2003
B
Virginia 10/3/2003
B
Massachusetts 10/3/2003
IA
Virginia 3/9/2015
B
Michigan 3/10/2016
B
Washington 11/25/2003

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (CRD#:20804)
4317 BONNEY ROAD, VIRGINIA BEACH, VA 23452
Registered with this firm since 3/9/2015
B
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (CRD#:20804)
4317 BONNEY ROAD, VIRGINIA BEACH, VA 23452
Registered with this firm since 10/3/2003
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 10/15/2003 - 03/09/2015 FINANCIAL DESIGNS OF VIRGINIA, INC. (CRD#:116167) VIRGINIA BEACH, VA
IA
 08/22/1995 - 10/06/2003 MORGAN STANLEY (CRD#:7556) NEWPORT NEWS, VA
B
 11/22/1994 - 10/06/2003 MORGAN STANLEY DW INC. (CRD#:7556) PURCHASE, NY
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.