Unclaimed Profile

Jonathan Victor Giordani

PSG INVESTMENT ADVISORS, LLC·FULTON, Maryland

SIE, Series 7, Series 63CFAClean record20 years registeredPSG INVESTMENT ADVISORS, LLC

8161 MAPLE LAWN BLVD., FULTON, MD 20759CRD# 4245400Firm CRD# 161943

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jonathan Victor Giordani · FULTON, MD

Registration

CRD #4245400 · PSG INVESTMENT ADVISORS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC

Jan 2020 – present

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Jul 2019 – present

PLANNING SOLUTIONS GROUP, LLC

Nov 2010 – Sep 2019

FULTON, MD

LINCOLN FINANCIAL ADVISORS CORPORATION

Jan 2006 – Nov 2010

MAPLE LAWN, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · January 26, 2006

Years registered · 20

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PSG INVESTMENT ADVISORS, LLC

CRD 161943 · SEC 801-74506

AUM

$19M

Regulatory assets under management

Employees

1 client accounts

Services offered by PSG INVESTMENT ADVISORS, LLC

Per Form ADV

Portfolio management (pooled investments)

Client types served by the firm

Per Form ADV

Institutional Investors

View all advisors at PSG INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Jonathan Victor Giordani offer?

Jonathan Victor Giordani specializes in Investment Management, Fee-Only Advisory. Contact their office in FULTON, Maryland for a consultation.

What are Jonathan Victor Giordani's credentials?

Jonathan Victor Giordani holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jonathan Victor Giordani located?

Jonathan Victor Giordani is based in FULTON, Maryland, working with PSG INVESTMENT ADVISORS, LLC. Their office serves clients in the FULTON metropolitan area and surrounding communities.

How does Jonathan Victor Giordani charge for services?

Jonathan Victor Giordani's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PSG INVESTMENT ADVISORS, LLC?

PSG INVESTMENT ADVISORS, LLC has approximately 4 employees and manages $19M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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