Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peggy? Claim Your ProfilePeggy Christensen is a financial advisor with over 12 years of experience in the industry. Peggy is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since November 2016. Prior to that, Peggy worked for Wells Fargo Advisors, LLC from December 2007 to January 2011. Peggy is licensed to provide investment advice in multiple states, including California, Florida, Minnesota, North Carolina, and Arizona. Peggy holds a Series 7, Series 66, and SIE license. Peggy has a broad range of experience serving individual clients and corporations, including high-net-worth individuals, pension and profit-sharing plans, and businesses.
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.
Investment consulting services to institutional clients
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.
1
2
FL
11/05/2013 - Present
Wells Fargo Clearing Services, LLC (TARPON SPRINGS FL)
MN
12/07/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MINNETONKA MN)
BOTH
Issued 03/26/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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