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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Steven Petoskey is a financial advisor with Cetera Investment Advisers LLC. Jon Steven Petoskey has been in the financial services industry since June 7, 1999. Jon Steven Petoskey holds the following licenses: Series 63, Series 66, Series 7, Series 55, and SIE. Jon Steven Petoskey also has a Fixed Insurance Agent/Broker position at Wealth Strategies Financial Group. Jon Steven Petoskey has been with Securian Financial Services, Inc., VALIC Financial Advisors, Inc., Northwestern Mutual Investment Services, LLC, Maximum Financial Investment Group, Inc., and Olde Discount Corporation.
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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2
MI
02/02/2024 - Present
Cetera Investment Advisers LLC (SOUTHFIELD MI)
MI
11/14/2019 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Southfield MI)
MI
10/28/2003 - 09/10/2019
VALIC FINANCIAL ADVISORS, INC. (AUBURN HILLS MI)
WI
12/05/2002 - 10/23/2003
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
MI
02/01/2000 - 12/11/2000
MAXIMUM FINANCIAL INVESTMENT GROUP, INC. (SOUTHFIELD MI)
MI
09/21/1995 - 07/15/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 5/21/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/21/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 9/20/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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