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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeb? Claim Your ProfileJeb J Altonaga is a financial advisor who provides investment advisory services in multiple states. Jeb J Altonaga is registered with Portfolio Medics, LLC, and Finalis Securities LLC. Jeb J Altonaga specializes in working with high-net-worth individuals and provides financial planning, pension consulting, and portfolio management 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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
NY
02/07/2023 - Present
Portfolio Medics, LLC (New York NY)
DE
07/13/2021 - 01/29/2022
GROWTH CAPITAL SERVICES, INC. (CLAYMONT DE)
CA
09/05/2000 - 02/05/2001
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NY
07/29/1999 - 09/01/2000
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
06/15/1998 - 07/14/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 02/28/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/29/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/2023
Series 24 - General Securities Principal Examination
BC
Issued 05/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/30/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 07/13/2021
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 11/05/2019
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 06/11/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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