SS
Stephen Segundo
from Private Wealth Group, LLC
Stephen Segundo is a financial advisor based in Florida, Tampa,
with 26 years of experience. Stephen currently works for
Private Wealth Group, LLC.
Stephen maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (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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Stephen Segundo works at Private Wealth Group, LLC
Private Wealth Group, LLC is a financial advisory firm based in Tampa, Florida. It currently has approximately $223,590,242 of assets under management and employs about 4 people. Private Wealth Group, LLC uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
13 years
Fee structure
and a percentage of assets under your management
Office location
4902 Eisenhower Blvd, Suite 150, Tampa, Florida, 33634
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