Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Jonas is an active Registered Representative and Investment Adviser Representative. Brian has been in the financial industry since May 1988, and currently works for LPL Financial LLC. Brian Jonas has passed multiple exams including Series 7, Series 6, Series 24 and Series 65. Brian holds a Series 63 license. Brian has an Approved state registration in 20 states and a current registration in Connecticut and New Hampshire. In addition to his current role at LPL Financial LLC, Brian has been registered with several other firms including Invest Financial Corporation, GNA Securities, Inc., Advest, Inc., Putnam Financial Services, Inc. and First Investors Corporation. Brian also has experience in Insurance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CT
09/06/2022 - Present
LPL Financial LLC (GLASTONBURY CT)
WI
08/07/1993 - 08/02/1995
INVEST FINANCIAL CORPORATION (APPLETON WI)
VA
01/31/1990 - 08/07/1993
GNA SECURITIES, INC. (GLEN ALLEN VA)
CT
08/22/1989 - 08/29/1989
ADVEST, INC. (HARTFORD CT)
NA
07/24/1987 - 06/17/1988
PUTNAM FINANCIAL SERVICES, INC.
NA
06/27/1986 - 03/25/1987
FIRST INVESTORS CORPORATION
IA
Issued 11/03/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
BC
Issued 06/26/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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