Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Andrew Law is a financial professional with over 40 years of experience in the industry. Jon has held various roles with several financial firms including Mutual of Omaha Investor Services, MML Investors Services, NYLIFE Securities LLC, and W.S. Griffith & Co., Inc. Currently, Jon is a registered representative at Cadaret, Grant & Co., Inc. Jon is a Certified Financial Planner and a Chartered Financial Consultant.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
05/04/2021 - Present
Cadaret, Grant & CO., Inc. (Liverpool NY)
NY
09/15/2016 - 06/30/2017
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (SYRACUSE NY)
NY
04/23/2007 - 09/06/2016
MML INVESTORS SERVICES, LLC (SYRACUSE NY)
NY
10/08/1999 - 03/29/2007
NYLIFE SECURITIES LLC (DEWITT NY)
CT
02/01/1997 - 10/07/1999
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
MA
12/20/1993 - 01/24/1997
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
12/20/1993 - 01/24/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
07/12/1988 - 12/10/1993
THE PAUL REVERE VARIABLE ANNUITY INSURANCE COMPANY (WORCESTER MA)
CT
03/09/1990 - 12/02/1993
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
NA
11/19/1985 - 12/02/1987
METLIFE SECURITIES INC.
NA
11/19/1985 - 11/20/1987
METROPOLITAN LIFE INSURANCE COMPANY
NA
09/27/1978 - 06/27/1985
CONNECTICUT MUTUAL FINANCIAL SERVICES, INC.
BC
Issued 02/22/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1995
Series 7 - General Securities Representative Examination
BC
Issued 09/14/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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