Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peggy? Claim Your ProfilePeggy Ann Kelleher is a financial advisor with over 15 years of experience in the industry. Peggy currently works at LPL Financial LLC. Prior to that, Peggy worked at Morgan Stanley, Chase Investment Services Corp, Newbridge Securities Corporation, UBS Financial Services Inc, MetLife Securities Inc, and Metropolitan Life Insurance Company. Peggy specializes in various investment areas, including, but not limited to, investment strategies, retirement planning, college savings, and estate planning. Peggy holds FINRA Series 6, 7, 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
FL
01/21/2025 - Present
LPL Financial LLC (BOYNTON BEACH FL)
FL
03/25/2011 - 04/20/2021
MORGAN STANLEY (BOCA RATON FL)
FL
04/08/2010 - 03/28/2011
CHASE INVESTMENT SERVICES CORP. (LAKE WORTH FL)
FL
04/29/2009 - 03/12/2010
NEWBRIDGE SECURITIES CORPORATION (WEST PALM BEACH FL)
FL
07/20/2006 - 05/13/2009
UBS FINANCIAL SERVICES INC. (PALM BEACH FL)
MA
08/05/2005 - 05/23/2006
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/05/2005 - 05/23/2006
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 08/11/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/03/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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