Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pegge? Claim Your ProfilePegge Ann Barrier is a financial advisor who has been in the industry since June 18, 2014. Pegge is currently registered with Hornor, Townsend & Kent, LLC, and is licensed in Florida and Texas. Prior to joining Hornor, Townsend & Kent, LLC, Pegge worked with OSAIC WEALTH, INC., HORNOR, TOWNSEND & KENT, LLC, TRANSAMERICA FINANCIAL ADVISORS, INC, and PARK AVENUE SECURITIES LLC. Pegge has a strong background in financial planning, portfolio management for businesses and individuals, and pension consulting. Pegge is dedicated to providing her clients with the highest level of service and expertise.
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.
Guidance on pension options to ensure a secure financial future.
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.
Trail commissions, distribution assistance fees
1
2
FL
09/05/2023 - Present
Hornor, Townsend & Kent, LLC (ST PETERSBURG FL)
FL
12/15/2020 - 09/06/2023
OSAIC WEALTH, INC. (ST PETERSBURG FL)
FL
10/13/2014 - 12/15/2020
HORNOR, TOWNSEND & KENT, LLC (ST PETERSBURG FL)
FL
08/01/2014 - 10/06/2014
TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PETERSBURG FL)
FL
06/13/2014 - 08/22/2014
PARK AVENUE SECURITIES LLC (TAMPA FL)
BOTH
Issued 10/14/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/03/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/05/2019
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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