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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peggy? Claim Your ProfilePeggy O'dell Kessinger is an investment advisor representative with The Mather Group, LLC. Peggy has been a registered investment advisor since September 12, 2007. She is also a Certified Financial Planner. Peggy's specializations include retirement planning, investment management, insurance and estate planning. Peggy has experience providing advisory services to individuals and businesses, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Peggy is committed to providing her clients with personalized financial advice that meets their individual needs.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of total net worth
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10/06/2022 - Present
THE Mather Group, LLC (Beaverton OR)
IA
Issued 09/12/2007
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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