Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peggy? Claim Your ProfilePeggy Myers Walz is a financial advisor with over 20 years of experience in the industry. Peggy is currently registered with Thompson Davis & CO., Inc. and has been with the firm since November 2016. Peggy has previously been registered with BB&T Securities, LLC and Scott & Stringfellow, LLC. Peggy is a Series 7, Series 24, Series 63, Series 87 and SIE licensed advisor. Peggy specializes in portfolio management for individuals, businesses and pooled investment vehicles.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
VA
11/07/2016 - Present
Thompson Davis & CO., Inc. (RICHMOND VA)
VA
01/02/2013 - 10/13/2016
BB&T SECURITIES, LLC (RICHMOND VA)
VA
10/11/2000 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (RICHMOND VA)
BC
Issued 01/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/2013
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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