Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Joseph Presogna is a registered investment advisor representative with I.m.s. Wealth Management, LLC in Erie, PA. Jeffrey has over 20 years of experience in the financial services industry, and has held previous positions at AXA Advisors, LLC, Evolve Securities, Inc., AFS Brokerage, Inc., Mid Atlantic Capital Corporation, London Pacific Securities, Inc., and H.D. Vest Investment Services. Jeffrey has also owned and operated Presogna and Company, P.C., a CPA firm, and owns and manages residential and commercial rental property. Jeffrey is licensed to provide investment advice in Pennsylvania and New York. Jeffrey is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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
PA
12/11/2012 - Present
I.m.s. Wealth Management, LLC (ERIE PA)
PA
04/09/2009 - 12/07/2012
AXA ADVISORS, LLC (ERIE PA)
PA
04/30/2008 - 03/27/2009
EVOLVE SECURITIES, INC. (ERIE PA)
PA
03/22/2007 - 04/30/2008
AFS BROKERAGE, INC. (ERIE PA)
PA
05/03/2004 - 03/22/2007
MID ATLANTIC CAPITAL CORPORATION (ERIE PA)
CA
03/28/2002 - 05/03/2004
LONDON PACIFIC SECURITIES, INC. (SACRAMENTO CA)
TX
01/23/2002 - 04/01/2002
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
IA
Issued 05/10/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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