Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Lindenberg is an investment advisor representative with Wells Fargo Clearing Services, LLC, based in Bethesda, MD. Jon has been in the financial services industry since April 27, 2000. Prior to joining Wells Fargo Advisors LLC in May 2009, Jon worked for Prudential Securities Incorporated in New York, NY. Jon is registered in multiple states, including Maryland, Texas, and Virginia. In addition to being a Registered Representative, Jon is also a registered Investment Advisor in Maryland and Texas. Jon is committed to providing clients with personalized financial advice and investment strategies. Jon holds a Series 7, Series 63, and Series 65 licenses.
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.
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.
Investment consulting services to institutional clients
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.
1
2
MD
06/25/2024 - Present
Wells Fargo Clearing Services, LLC (BETHESDA MD)
NY
04/28/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 05/08/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jon Lindenberg is the right advisor for you? Invested Better is here to help.
