Peggy Kelleher

Qualifications

 

  FINRA 

•   General Securities Representative and (Series 7)
•   Investment Advisor Representative (Series 66)
•   Investment Company and Variable Contracts
•   Products Representative (Series 6)

 

 

  Florida Department of Financial Service*

•   Health, Life, and Variable Annuity Insurance License (215)

 

  LPL Financial*

•   LPL Financial Advisor

 

  Education

•   State University College of New York; Bachelor of Science

 

CRPC conferred by The College for Financial Planning*

• Chartered Retirement Planning Counselor SM

 

*Registrations held with LPL Financial

 

Areas of focus

• Investment Planning and Portfolio Management
• Risk Management
• Retirement Planning Strategies
• Planning for Charitable Giving
• Estate Planning Strategies

 

Memberships and community

• Kiwanis Club of Delray Beach, Director
• Delray Beach Initiative, Director
• Greater Delray Beach Chamber of Commerce