Unclaimed
Joseph Edward Petrovich is a financial advisor currently registered with Cetera Investment Advisers LLC in Bridgeville, Pennsylvania. Joseph Petrovich has been in the industry since 2013 and has experience working with Voya Financial Advisors, Inc. and Northwestern Mutual Investment Services, LLC. Joseph Petrovich holds the Series 66, Series 7 and SIE securities licenses.
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.
1
2
PA
06/29/2023 - Present
Cetera Investment Advisers LLC (BRIDGEVILLE PA)
PA
07/08/2019 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (BRIDGEVILLE PA)
PA
05/22/2018 - 10/23/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PITTSBURGH PA)
PA
03/14/2011 - 10/11/2016
MERCER ALLIED COMPANY, L.P. (CANONSBURG PA)
BOTH
Issued 4/16/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/12/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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