Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peggy? Claim Your ProfilePeggy Winkelmann is a financial advisor with over 25 years of experience in the industry. She holds Series 7, 63, and 66 licenses and is registered in nine states, including Texas, Arizona, Arkansas, Colorado, Florida, Missouri, Oklahoma, Washington, and Michigan. She specializes in working with individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations or other businesses. Peggy Winkelmann is currently affiliated with SPC, a firm that provides a wide range of financial services, including investment advisory, financial planning, and pension consulting.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
07/06/2007 - Present
SPC (ANN ARBOR MI)
TX
09/10/1997 - 05/10/2007
EDWARD JONES (HUNTSVILLE TX)
BOTH
Issued 01/24/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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