Maree P. Sgro

BG INVESTMENT SERVICES

Hagatna, 96910

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CRD#: 5247422

Professional summary

Maree P Sgro, CFP®, who also goes by Maree C Pelkey, Maree C. Pelkey, Maree Pelkey, is a registered financial advisor currently at BG INVESTMENT SERVICES, INC. .

Maree is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Maree has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Maree C Pelkey | Maree C. Pelkey | Maree Pelkey

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maree P Sgro's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2022

Experience

Current

February 12, 2019 - Present

BG INVESTMENT SERVICES, INC.

Office #1: 120 Father Duenas Avenue, Hagatna 96910

RIA

CRD#: 281716

Hagatna,

Past

January 3, 2017 - December 31, 2017

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

MAITE,

Past

November 25, 2015 - October 16, 2018

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

MAITE,

Past

April 3, 2014 - November 30, 2015

MORGAN STANLEY

RIA

CRD#: 149777

HAGATNA,

Past

April 3, 2014 - November 30, 2015

MORGAN STANLEY

CRD#: 149777

HAGATNA,

Past

May 1, 2013 - February 25, 2014

MONEY CONCEPTS CAPITAL CORP

CRD#: 12963

HAGATNA,

Past

April 25, 2013 - February 25, 2014

MONEY CONCEPTS CAPITAL CORP

RIA

CRD#: 12963

HAGATNA,

Past

June 1, 2009 - September 7, 2011

MORGAN STANLEY

RIA

CRD#: 149777

HAGATNA,

Past

June 1, 2009 - September 7, 2011

MORGAN STANLEY

CRD#: 149777

HAGATNA,

Past

December 10, 2008 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

HAGATNA,

Past

December 5, 2007 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

HAGATNA,

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BG INVESTMENT SERVICES, INC.

BG INVESTMENT & INSURANCE SERVICES, INC. | BG INVESTMENT SERVICES, INC. | BG INVESTMENT & INSURANCE, INC

CRD#: 281716 / SEC#: 801-106887

RIA

Registered Investment Advisory firm - (11/20/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(2/12/2019)

IAR

Texas
(12/6/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/3/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/4/2007

General Securities Representative Examination

Current Firm

BG INVESTMENT SERVICES, INC.

BG INVESTMENT & INSURANCE SERVICES, INC. | BG INVESTMENT SERVICES, INC. | BG INVESTMENT & INSURANCE, INC

CRD#: 281716 / SEC#: 801-106887

RIA

Registered Investment Advisory firm - (11/20/2015 Approved)

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Contact information

Main Address

120 Father Duenas Avenue, Hagatna 96910

Mailing Address

Phone number

(671) 472-5490

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A, APP 1 - WRAP BROCHURE (6/10/2025)

ADV PART 2A - FIRM BROCHURE (6/10/2025)

Regulatory assets under management

Total Number of Accounts	645
AUM (Assets Under Management)	$ 439,937,545

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Maree P. Sgro

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maree P Sgro's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

MORGAN STANLEY

MORGAN STANLEY

MONEY CONCEPTS CAPITAL CORP

MONEY CONCEPTS CAPITAL CORP

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

BG INVESTMENT SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/3/2008

SIE

Date: 10/1/2018

Series 7

Date: 12/4/2007

Current Firm

BG INVESTMENT SERVICES, INC.

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BG INVESTMENT SERVICES, INC.

TRUST BUT VERIFY

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