Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Bruce Park is an active financial advisor with Mariner Independent. Jon has over 25 years of experience in the financial services industry. Jon is licensed to provide financial services in Arizona, California, Nevada, Oklahoma, Oregon, and Texas. Jon has also passed the Series 7, Series 24, Series 31, and Series 63 exams. Jon is a Registered Representative with LPL Financial LLC and provides financial planning, portfolio management, and selection of other advisors services.
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.
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
OK
12/04/2023 - Present
Mariner Independent (Hugo OK)
NV
02/12/2015 - 11/06/2017
FIRST FINANCIAL EQUITY CORPORATION (Reno NV)
NV
08/31/2001 - 02/23/2015
LPL FINANCIAL LLC (MINDEN NV)
NY
11/25/1997 - 09/10/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 12/08/1997
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/01/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 11/18/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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