Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peggy? Claim Your ProfilePeggy Lyon is a financial advisor with Ameriprise Financial Services, LLC. Peggy has been in the financial services industry since 1987 and is registered with the state of Texas. Peggy offers a variety of financial services, including financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and asset allocation services.
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.
Asset allocation 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.
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2
TX
08/05/2013 - Present
Ameriprise Financial Services, LLC (Houston TX)
TX
12/18/2000 - 08/01/2013
LPL FINANCIAL LLC (HOUSTON TX)
TX
11/18/1994 - 12/19/2000
IMS SECURITIES, INC. (HOUSTON TX)
NY
10/28/1988 - 11/21/1994
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NA
12/01/1987 - 11/16/1988
FOCUS SECURITIES, INC.
NA
05/12/1987 - 12/15/1987
FSC SECURITIES CORPORATION
BC
Issued 05/12/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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