Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Johnpaul? Claim Your ProfileJohnpaul Lonardo is a financial advisor with over 17 years of experience in the financial services industry. Johnpaul is currently registered with LPL Financial LLC and Mariner Independent. Prior to that, Johnpaul has held positions at Chase Investment Services Corp. and WAMU Investments, Inc.. Johnpaul specializes in providing financial planning, portfolio management, and other non-discretionary advisory services to individuals, families, and businesses. Johnpaul holds Series 63, 65, and 7 licenses as well as the SIE designation. Johnpaul is dedicated to helping clients achieve their financial goals.
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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CA
04/30/2012 - Present
LPL Financial LLC (STANFORD CA)
CA
05/02/2009 - 04/17/2012
CHASE INVESTMENT SERVICES CORP. (PALO ALTO CA)
CA
08/05/2005 - 05/02/2009
WAMU INVESTMENTS, INC. (SAN RAFAEL CA)
MO
10/05/2004 - 11/11/2004
EDWARD JONES (ST. LOUIS MO)
IA
Issued 10/04/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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