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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Panfilo? Claim Your ProfilePanfilo Costantini is a financial advisor with over 20 years of experience. Panfilo works at Sageview Advisory Group, LLC. Previously Panfilo worked at Pensionmark Securities, LLC. Panfilo has experience providing investment advice and financial planning services to individual clients and retirement plans. Panfilo is registered with the state of California as an investment advisor representative. Panfilo holds Series 6, Series 63, Series 65 and SIE 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.
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2
CA
12/03/2020 - Present
Sageview Advisory Group, LLC (NEWPORT BEACH CA)
CA
08/16/2018 - 11/18/2020
PENSIONMARK SECURITIES, LLC (San Mateo CA)
CA
10/02/2014 - 07/09/2018
LPL FINANCIAL LLC (SAN MATEO CA)
CA
04/04/2014 - 10/22/2014
FINANCIAL TELESIS INC (SAN MATEO CA)
NJ
01/24/2012 - 12/06/2013
ADP BROKER-DEALER, INC. (ROSELAND NJ)
CA
05/23/2008 - 08/09/2011
UNIONBANC INVESTMENT SERVICES, LLC (SAN FRANCISCO CA)
CA
05/25/2005 - 09/17/2007
UNIONBANC INVESTMENT SERVICES, LLC (SAN FRANCISCO CA)
NY
11/05/2002 - 05/11/2004
CNA INVESTOR SERVICES, INC. (NEW YORK NY)
CA
07/05/2001 - 10/04/2002
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IA
02/03/2000 - 08/01/2001
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 05/01/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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