Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peg? Claim Your ProfilePeg Davidson is a financial advisor with over 30 years of experience in the industry. Peg has a strong background in securities, investment advising, and financial planning. Peg is currently registered with Fidelity Personal And Workplace Advisors and holds a Series 3, 7, 63, 65, and 66 license. Prior to her current position, Peg worked at Lehman Brothers Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Peg is dedicated to providing her clients with personalized financial advice and helping them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CT
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (GREENWICH CT)
NY
06/08/1992 - 04/04/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
09/22/1987 - 06/19/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 06/29/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/27/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2017
Series 7 - General Securities Representative Examination
BC
Issued 03/21/1988
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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