Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peggy? Claim Your ProfilePeggy Dessert Martin is a financial advisor who has been in the industry for over 20 years. Peggy is currently registered with Family Wealth Consultants, Inc. and Fourstar Wealth Advisors, LLC. Previously, she worked at NFP Securities, Inc. Peggy specializes in portfolio management for individuals and pooled investment vehicles. She is also a Chartered Financial Consultant. Peggy has a strong track record of success in helping clients 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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
08/03/2005 - Present
Family Wealth Consultants, Inc. (SAN JOSE CA)
CA
03/10/1998 - 04/08/2008
NFP SECURITIES, INC. (SAN JOSE CA)
BOTH
Issued 05/08/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/06/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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