Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peggy? Claim Your ProfilePeggy Lebert is a financial advisor with over 30 years of experience in the financial industry. Peggy has held various positions at reputable firms such as Goldman, Sachs & Co. and Avalon Wealth Management LLC. Currently, Peggy is registered with First Manhattan Co. LLC. Peggy has a broad range of certifications and licenses, including Series 3, 7, 8, 9, 10, 14, 24, 52TO, 63, and 65. Peggy's experience and qualifications allow her to offer a variety of financial advisory services, including portfolio management for individuals, businesses, pooled investment vehicles, and investment companies. Peggy is committed to providing her clients with personalized financial advice and guidance.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
1
2
NY
02/16/2023 - Present
First Manhattan Co. LLC (NEW YORK NY)
FL
09/25/2020 - 03/30/2021
R.M. STARK & CO., INC. (LAKE WORTH BEACH FL)
TX
01/14/2013 - 05/05/2020
AVALON WEALTH MANAGEMENT LLC (HOUSTON TX)
NY
12/21/1982 - 11/29/2011
GOLDMAN, SACHS & CO. (NEW YORK NY)
IA
Issued 08/31/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2024
Series 14 - Compliance Officer Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/17/2012
Series 24 - General Securities Principal Examination
BC
Issued 03/25/1986
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/1983
Series 3 - National Commodity Futures Examination
BC
Issued 12/18/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
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