Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peggy? Claim Your ProfilePeggy Yeager is a financial professional with over 20 years of experience in the industry. Peggy is currently registered with Symetra Securities, Inc. and is licensed in Washington. Peggy has held previous positions with SYMETRA INVESTMENT SERVICES, INC., WM FINANCIAL SERVICES, INC., and CAPITAL BROKERAGE CORPORATION. Peggy is dedicated to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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2
WA
09/30/2013 - Present
Symetra Securities, Inc. (BELLEVUE WA)
WA
03/27/2007 - 09/30/2013
SYMETRA INVESTMENT SERVICES, INC. (BELLEVUE WA)
CA
09/19/2005 - 02/17/2006
WM FINANCIAL SERVICES, INC. (IRVINE CA)
VA
09/13/1999 - 04/08/2004
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
BC
Issued 03/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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