Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peggy? Claim Your ProfilePeggy Romero is a financial advisor with over 10 years of experience in the industry. Peggy is currently registered with Trust Advisory Group Ltd., where she provides financial planning and portfolio management services to individuals, businesses, and pension plans. Peggy is also registered as an Investment Advisor Representative in several states, including Arizona, California, Connecticut, District of Columbia, Florida, Indiana, Massachusetts, New Hampshire and Vermont. Peggy is committed to providing her clients with personalized financial advice that helps them achieve their financial goals. Peggy has a strong track record of success and is dedicated to providing her clients with the highest level of service.
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.
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.
A percentage of the total value of assets under management is charged.
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MA
01/13/2023 - Present
Trust Advisory Group Ltd. (Arlington MA)
MA
08/12/2014 - 04/07/2016
PARK AVENUE SECURITIES LLC (NEEDHAM MA)
BOTH
Issued 10/30/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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