Jeffrey Palleschi

from Life Plan Financial Advisory Group, LLC
SEC regulated
Regulated Investment Advisor
Jeffrey Palleschi is a financial advisor based in Michigan, Rochester Hills, with 11 years of experience. Jeffrey currently works for Life Plan Financial Advisory Group, LLC. Jeffrey maintains a S65 license (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Jeffrey Palleschi works at Life Plan Financial Advisory Group, LLC
Life Plan Financial Advisory Group, LLC is a financial advisory firm based in Rochester Hills, Michigan. It currently has approximately $157,481,572 of assets under management and employs about 3 people. Life Plan Financial Advisory Group, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
3 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
1055 South Boulevard E., Suite 230, Rochester Hills, Michigan, 48307

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