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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Michael Petrone is a financial advisor with Sageview Advisory Group, LLC. Jeffrey has been in the industry since January 2003 and is registered with the state of Florida as an investment advisor representative. Jeffrey is also registered with the state of California, Delaware, Florida, Georgia, Nevada, New Jersey, New York, Ohio, Puerto Rico and Texas as a broker-dealer. Jeffrey holds Series 6, Series 63 and Series 65 securities licenses. He is also a registered representative of Cetera Advisor Networks LLC. Jeffrey’s professional experience includes working with high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans and state or municipal government entities.
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.
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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CA
01/30/2008 - Present
Sageview Advisory Group, LLC (NEWPORT BEACH CA)
FL
09/25/2002 - 07/13/2007
MMC SECURITIES CORP. (SUNRISE FL)
IA
Issued 12/13/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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