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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Johnathan? Claim Your ProfileJohnathan D. Marler is a financial advisor with LPL Financial LLC, a firm with over $50 billion in assets under management. Johnathan Marler has been in the industry since 2008 and has held previous positions at CUNA BROKERAGE SERVICES, INC. and T. ROWE PRICE INVESTMENT SERVICES, INC. Johnathan Marler holds Series 6, Series 63, and SIE licenses. Johnathan Marler offers portfolio management for individuals and businesses, financial planning, and other advisory services. Johnathan Marler is registered in Florida and Georgia.
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.
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2
FL
05/18/2022 - Present
LPL Financial LLC (TAMPA FL)
FL
02/14/2018 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (TAMPA FL)
FL
09/03/2007 - 08/22/2017
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
BC
Issued 10/30/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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