Unclaimed
Jon Ashley Strine is a financial advisor with over 20 years of experience in the industry. Jon is currently registered with LPL Financial LLC and has a strong track record of providing comprehensive financial planning and investment management services. Prior to joining LPL Financial LLC, Jon was associated with Vorpahl Wing Securities and Citigroup Global Markets Inc. Jon is dedicated to helping clients achieve their financial goals and providing personalized advice that meets their unique needs.
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
WA
12/02/2019 - Present
LPL Financial LLC (SPOKANE WA)
WA
08/20/2007 - 12/02/2019
VORPAHL WING SECURITIES (SPOKANE WA)
NY
09/06/2002 - 10/07/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
07/09/1998 - 09/11/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 08/27/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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