Unclaimed
Sandor Petrovics is a financial advisor at J.P. Morgan Securities LLC. Sandor has over 10 years of experience in the financial services industry. Prior to joining J.P. Morgan Securities, Sandor worked at UBS Financial Services, Inc., Allstate Financial Services, LLC and Wells Fargo Advisors, LLC. Sandor is registered in 52 states and the District of Columbia. Sandor holds the Series 6, 7, 63 and 66 licenses as well as the SIE.
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 06/11/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2018
Series 7 - General Securities Representative Examination
BC
Issued 07/07/2008
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
Not sure Sandor Petrovics is the right advisor for you? Invested Better is here to help.