Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Charles Petherick is an investment advisor representative at Integrated Investment Consultants, LLC. Jeffrey has been in the industry since January 2000. Jeffrey holds the Chartered Financial Analyst designation and is registered as an investment advisor representative in Michigan. Jeffrey's specializations include portfolio management for individuals, portfolio management for businesses, pension consulting, and selection of other advisors. Jeffrey is also a registered representative with Integrated Investment Consultants, LLC.
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.
Guidance on pension options to ensure a secure financial future.
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.
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.
Insurance compensation
1
2
MI
09/21/2021 - Present
Integrated Investment Consultants, LLC (BLOOMFIELD HILLS MI)
Active
Inactive
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