Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Jonaitis is a financial advisor with over 40 years of experience in the industry. Edward is currently registered with LPL Financial LLC, a large firm with a broad range of financial products and services. Previously, Edward was affiliated with VSR Financial Services, Inc., ISG Equity Sales Corporation, The Lincoln National Life Insurance Company, Lincoln Financial Advisors Corporation, EquiCo Securities, Inc., and The Equitable Life Assurance Society of the United States. Edward holds several licenses including Series 63, 65, 26, 51, 1, 22, and SIE. Edward is experienced in providing financial planning services and managing investment portfolios for individuals and businesses.
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
MI
07/22/2016 - Present
LPL Financial LLC (LAKEVIEW MI)
MI
05/19/2010 - 07/22/2016
VSR FINANCIAL SERVICES, INC. (GRAND RAPIDS MI)
MI
08/08/1997 - 06/16/2010
ISG EQUITY SALES CORPORATION (GRAND RAPIDS MI)
IN
05/20/1986 - 10/14/1997
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
05/19/1986 - 10/14/1997
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
NY
10/20/1980 - 08/20/1990
EQUICO SECURITIES, INC. (NEW YORK NY)
NA
12/28/1981 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
11/28/1979 - 04/20/1982
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
IA
Issued 10/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/20/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/14/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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