Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peggy? Claim Your ProfilePeggy Madorsky Hollander is an Investment Advisor Representative with Lion Street Advisors, LLC. Peggy has been in the financial services industry since 1988. Peggy holds Series 6, 7, 63, and 65 licenses. Peggy is registered to provide investment advisory services in several states, including Florida, California, Colorado, Connecticut, Delaware, Georgia, Illinois, Maryland, Massachusetts, Michigan, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Dakota, Virginia, and Wisconsin. Peggy provides financial planning services to individuals, businesses, and retirement plans. Peggy is also registered as a broker-dealer in several states.
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.
1
2
TX
09/28/2022 - Present
Lion Street Advisors, LLC (AUSTIN TX)
FL
08/16/1990 - 09/26/2022
EQUITABLE ADVISORS, LLC (MIAMI BEACH FL)
NY
08/16/1990 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
08/22/1989 - 02/13/1990
THE WOLPER ROSS CORPORATION (NEW YORK NY)
NA
03/28/1988 - 04/03/1989
EQUICO SECURITIES, INC.
NA
03/28/1988 - 04/03/1989
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
IA
Issued 07/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/24/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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