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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peggy elizabeth? Claim Your ProfilePeggy Elizabeth Canhoto is a registered representative with Morgan Stanley and has been in the financial services industry since August 28, 2003. Peggy Elizabeth Canhoto is licensed in Utah as a Registered Investment Advisor and Registered Representative. Peggy Elizabeth Canhoto has held previous roles at MORGAN STANLEY & CO. INCORPORATED and MORGAN STANLEY DW INC.. Peggy Elizabeth Canhoto holds the Series 3, 7, 9, 10, 63, and 65 licenses and the SIE exam. Peggy Elizabeth Canhoto's current registrations include a branch office in South Jordan, Utah and another branch office in Purchase, New York.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
UT
06/01/2009 - Present
Morgan Stanley (SOUTH JORDAN UT)
UT
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SALT LAKE CITY UT)
UT
08/28/2003 - 04/02/2007
MORGAN STANLEY DW INC. (SALT LAKE CITY UT)
IA
Issued 06/12/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/07/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2008
Series 3 - National Commodity Futures Examination
BC
Issued 08/26/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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