Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peggy? Claim Your ProfilePeggy Piper Stavinoha is an investment advisor representative who has been in the industry since 2002. Peggy is currently registered with J.P. Morgan Securities LLC, and has been registered with this firm since January 21, 2021. Peggy has a background in financial services and has held previous positions with Chase Investment Services Corp., UBS Financial Services Inc., and Edward Jones. Peggy holds a Series 7, Series 63, and Series 66 license. In addition to her work as an investment advisor representative, Peggy is also a fitness class instructor at Life Time Fitness.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
01/21/2021 - Present
J.p. Morgan Securities LLC (SAN ANTONIO TX)
TX
08/04/2009 - 01/18/2012
CHASE INVESTMENT SERVICES CORP. (HUMBLE TX)
TX
11/10/2005 - 08/03/2009
UBS FINANCIAL SERVICES INC. (ANDREWS TX)
MO
02/14/2002 - 11/15/2005
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 12/15/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/16/2020
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2002
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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