Unclaimed
Peggy Schneider is a registered representative with Allstate Financial Services, LLC. Peggy has been in the financial services industry for over 22 years. Peggy is licensed in Montana and Wyoming. Peggy has a Series 6 and Series 63 licenses and the SIE Exam.
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
MT
09/19/2003 - Present
Allstate Financial Services, LLC (Billings MT)
AZ
04/15/2003 - 09/03/2003
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MA
09/27/2000 - 04/17/2003
SAFECO INVESTMENT SERVICES, INC. (BOSTON MA)
BC
Issued 09/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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