Using margin loans to help meet your financial needs

The goal of this recorded webinar is to help you better understand a margin loan, what it is and how it can be used. This is intended to be an introductory session to provide you with information and resources to help you make an informed decision when it comes to a margin loan. In particular, we focused on its uses, risks, limitations, and benefits.


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Margin trading entails greater risk, including, but not limited to, risk of loss and incurrence of margin interest debt, and is not suitable for all investors. Please assess your financial circumstances and risk tolerance before trading on margin. Margin credit is extended by National Financial Services, Member NYSE, SIPC. 936622.1.0