Invested Better
Unclaimed

Unclaimed

Unclaimed

Peggy Kay Kleiter

THE Leaders Group, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Peggy? Claim Your Profile

About Peggy Kay Kleiter

Peggy Kleiter is a financial advisor with The Leaders Group, Inc. in Columbus, Ohio. Peggy holds a Series 6 and Series 63 license. Peggy has been in the industry since 2010. Previously, Peggy worked at PRUCO SECURITIES, LLC. in Plymouth, Minnesota. Peggy is registered to conduct business in Minnesota.

Firm Information

Peggy Kleiter is currently registered with THE Leaders Group, Inc.. THE Leaders Group, Inc. is a Corporation registered in 52 states and the District of Columbia, with an approved SEC registration. Formed on July 14, 1994, the firm has a history of providing financial services.

Not reported

Assets Under Management

Not reported

Total Clients

854

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Peggy Kleiter’s Registration & Firm History

OH

03/24/2021 - Present

THE Leaders Group, Inc. (Columbus OH)

MN

12/14/2010 - 03/29/2019

PRUCO SECURITIES, LLC. (PLYMOUTH MN)

Not sure if Peggy Kay Kleiter is right for you?

Licenses & Designations

BC

Issued 03/29/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/13/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Peggy Kay Kleiter.
Not sure if Peggy Kay Kleiter is right for you?