Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peggy? Claim Your ProfilePeggy Joy Meier is a financial advisor with over 20 years of experience in the financial services industry. Peggy currently works with Cambridge Investment Research Advisors, Inc. and previously worked with Investment Centers of America, Inc., Raymond James Financial Services, Inc., SWS Financial Services, and Aegon USA Securities Inc. Peggy is licensed in multiple states and has obtained several industry licenses and designations.
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.
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.
Solicitation fees from 3rd party money managers
1
2
MN
11/01/2017 - Present
Cambridge Investment Research Advisors, Inc. (Edgerton MN)
MN
09/17/2004 - 11/02/2017
INVESTMENT CENTERS OF AMERICA, INC. (WORTHINGTON MN)
FL
08/07/2001 - 09/22/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
TX
04/04/2001 - 08/07/2001
SWS FINANCIAL SERVICES (DALLAS TX)
NA
01/28/1994 - 12/15/1994
AEGON USA SECURITIES INC.
BOTH
Issued 08/20/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/22/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/27/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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