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Satendra "SP" SinghFinancial Consultant, Investment Advisor Representative
Phone: 727.448.0040 "SP” started his career in the insurance industry in 2002 and later on expanded into the financial services industry. He joins FloridaFIN with over 30 years of employment experience in various Engineering and Management positions at Honeywell, Gilbarco/Exxon, General Electric/UK and Hewlett Packard. He has a degree in Electrical Engineering from Northeastern University in Boston, Massachusets, and has extensive education and training in finance and Business Management. He is a member of the Largo Rotary Club and has served on its board, and was awarded the presidential citation in 2003 and Rotarian of the year in 2006. SP is also a member of the city of Largo Finance Advisory Board and also serves on the board of Voluntary Corp Advisory Board (VCAB) for the city of Largo. In addition, he has been serving on the Pinellas County Sheriffs Advisory Board for the past two years.
SP’s investment philosophy revolves around the concept of saving regularly and making suitable investments with a comprehensive view of overall needs and associated risk tolerance. If you use all your money to pay bills all your life, then you will have nothing saved. SP’s goal is to help you carve out money for savings and start taking advantage of tax-free and tax deferred saving opportunities available to you.
SP is a Registered Investment Advisor Representative, offering securities through American General Securities Incorporated, member FINRA/SIPC, and has Life & Health licenses as well as Series 6, 63 and 65 registrations.
Give SP a call TODAY- he's ready to meet with you to see how together you can build brighter tommorrows for you and your family!
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*Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA & SIPC and a registered investment advisor. Fixed and/or Traditional Insurance Services may be offered through Bryon Holz & Associates, which is not affililated with SagePoint Financial or registered as a broker-dealer or investment advisor. SPF does not give tax or legal advice. This communication is strictly intended for individuals residing in the states of FL, KY, MO, and NC. No offers may be made or accepted from any resident outside the specific state(s) referenced. IMPORTANT CONSUMER INFORMATION A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
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