Unclaimed
Saverio Paglioni is a financial advisor with over 20 years of experience. Saverio currently works at JFS Wealth Advisors, LLC, where he is a registered investment advisor representative. Saverio previously worked at BT Alex. Brown Incorporated and Alex. Brown & Sons Incorporated. Saverio is licensed in Georgia and Pennsylvania and has a Series 7, 24, 63, and 65 licenses. Saverio specializes in providing financial planning, portfolio management, and credit, cash management, and insurance solutions.
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.
Credit, cash management, & insurance solutions
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.
Revenue sharing on eligible credit, cash management, & insurance
1
2
GA
10/02/2024 - Present
JFS Wealth Advisors, LLC (Cartersville GA)
MD
09/01/1997 - 09/10/1998
BT ALEX. BROWN INCORPORATED (BALTIMORE MD)
NA
03/15/1994 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
IA
Issued 07/23/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/1996
Series 24 - General Securities Principal Examination
BC
Issued 03/14/1994
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Saverio Paglioni is the right advisor for you? Invested Better is here to help.