Peggy Romero is a registered investment advisor, based in Arlington, MA, with 11 years of industry experience.
Location
Arlington, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Peggy is the owner/manager of Primary Wealth Care Providers, LLC, where she works as a financial advisor. She dedicates significantly more than full-time hours per month to this activity, including 20-25 hours during trading hours, providing retirement planning, investment strategy & advice, and annuity sales.
Employment History
Current Registrations
Stonex Securities INC.Broker
Trust Advisory Group LTD
Previous Registrations
Ages Financial Services, LTD.Broker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations6 states
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