Unclaimed
Sandor Petrovics is a financial advisor with over 11 years of experience in the financial industry. Sandor is currently registered with J.p. Morgan Securities LLC and is licensed to provide financial services in multiple states. Sandor has held previous roles with UBS Financial Services Inc. and Allstate Financial Services, LLC. Sandor has a strong background in investment company products, variable contracts, and general securities. They are also a registered Investment Advisor Representative in Texas and Florida. Sandor is committed to providing personalized financial advice and services to help clients 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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
02/05/2020 - Present
J.p. Morgan Securities LLC (PALM BEACH GARDENS FL)
FL
05/09/2018 - 01/28/2020
UBS FINANCIAL SERVICES INC. (WEST PALM BEACH FL)
FL
10/10/2017 - 05/25/2018
ALLSTATE FINANCIAL SERVICES, LLC (POMPANO BEACH FL)
FL
09/09/2014 - 06/02/2017
ALLSTATE FINANCIAL SERVICES, LLC (FORT LAUDERDALE FL)
FL
04/26/2012 - 08/28/2013
ALLSTATE FINANCIAL SERVICES, LLC (JUPITER FL)
FL
07/08/2008 - 04/10/2012
WELLS FARGO ADVISORS, LLC (WEST PALM BEACH FL)
BOTH
Issued 6/11/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/16/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/20/2018
Series 7 - General Securities Representative Examination
BC
Issued 7/7/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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