Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Jon Sartorius is a financial advisor with over 40 years of experience in the industry. Sartorius is currently registered with Private Advisor Group, LLC in Florida, Louisiana, and Pennsylvania. Sartorius also has prior experience with WS Griffith Securities, Inc. in Connecticut. Sartorius holds the Series 6, 7, 22 and 63 licenses and the SIE exam. Sartorius is also a Certified Financial Planner. Sartorius offers a range of services to individuals, families, businesses, and institutions. These services include financial planning, portfolio management, retirement planning, college savings planning, and insurance planning. Sartorius provides services through Private Advisor Group, LLC, an independent investment advisor firm, which is separate from and independent of LPL Financial.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
08/10/2023 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
CT
10/14/1982 - 06/02/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
BC
Issued 10/05/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
BC
Issued 01/26/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/13/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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