Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peggine? Claim Your ProfilePeggine Troy Tellez is a financial advisor at LPL Financial LLC. Peggine is registered with the state of California, Colorado and Nevada and has been in the financial services industry since January 2003. Peggine has a background with Securities America, Inc. and ING Financial Partners, Inc. Peggine holds the Series 7, 63 and 66 licenses.
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.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CO
01/01/2025 - Present
LPL Financial LLC (COLORADO SPRINGS CO)
CO
12/18/2013 - 02/13/2023
SECURITIES AMERICA, INC. (COLORADO SPRINGS CO)
CA
02/18/2009 - 12/18/2013
ING FINANCIAL PARTNERS, INC. (COSTA MESA CA)
CA
12/11/2002 - 01/08/2009
EDWARD JONES (COSTA MESA CA)
BOTH
Issued 05/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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