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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Brian Pitcock is a financial advisor in Deerfield Township, OH. He is currently registered with SPC, and has been in the industry since December 1996. Prior to joining SPC, Jon Brian Pitcock was with Walnut Street Securities, Inc. in El Segundo, CA. He has a total of 4 exams, which includes the Series 7, Series 24, Series 63 and SIE exams. Jon Brian Pitcock is also a Chartered Financial Consultant and specializes in financial planning, pension consulting, education seminars, and portfolio management. He offers financial advice to individuals, businesses, charitable organizations, pension and profit-sharing plans and high-net-worth individuals.
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.
Consultation 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.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
OH
05/28/2014 - Present
SPC (DEERFIELD TOWNSHIP OH)
CA
12/16/1996 - 02/09/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
BC
Issued 03/31/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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