Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peggy? Claim Your ProfilePeggy Tung is a registered investment advisor representative with MML Investors Services, LLC. Peggy has been in the financial industry since 1992. Peggy holds the Series 6 and Series 63 securities licenses as well as the Series 65 license for Investment Adviser Representative. She has experience working for various firms, including MSI Financial Services, Inc., Metropolitan Life Insurance Company, Princor Financial Services Corporation, MetLife Securities Inc., and MassMutual Life Insurance Co. Peggy is currently registered with the state of California and Texas.
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 programs
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.
Solicitors fees
1
2
TX
03/25/2017 - Present
MML Investors Services, LLC (Dallas TX)
TX
02/13/1997 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (DALLAS TX)
TX
02/07/1997 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (DALLAS TX)
IA
02/22/1996 - 01/04/1997
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MA
09/14/1992 - 01/12/1996
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/14/1992 - 01/12/1996
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 04/05/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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