Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peggy? Claim Your ProfilePeggy Crane is a financial advisor with over 25 years of experience in the industry. Peggy is currently registered with Cambridge Investment Research Advisors, Inc. in Byron, GA. Peggy has experience in a variety of financial services, including financial planning, investment management, and retirement planning. Peggy has held previous roles at VALIC Financial Advisors, Inc., The Variable Annuity Marketing Company, and Nationwide Investment Services Corporation. Peggy is also a registered representative in Georgia.
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
GA
05/13/2022 - Present
Cambridge Investment Research Advisors, Inc. (Byron GA)
GA
06/08/2000 - 05/28/2020
VALIC FINANCIAL ADVISORS, INC. (MACON GA)
TX
06/08/2000 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
OH
02/08/1994 - 04/04/2000
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
IA
Issued 07/07/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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