Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peggy? Claim Your ProfilePeggy Donahue is a financial advisor who has been working in the industry since 2001. Peggy is currently registered with MFS Fund Distributors, Inc. and has previously held positions with ALPS DISTRIBUTORS, INC. and FORESIDE FUND SERVICES, LLC. Peggy is licensed to sell securities in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Peggy holds the Series 6, 7 and 63 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.
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.
1
2
MA
04/07/2017 - Present
MFS Fund Distributors, Inc. (BOSTON MA)
MA
09/04/2012 - 03/14/2017
ALPS DISTRIBUTORS, INC. (BOSTON MA)
MA
03/30/2001 - 08/31/2012
FORESIDE FUND SERVICES, LLC (BOSTON MA)
BC
Issued 06/28/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2017
Series 7 - General Securities Representative Examination
BC
Issued 03/29/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Peggy Donahue is the right advisor for you? Invested Better is here to help.
