Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon D Schmaderer is a financial advisor at LPL Financial LLC. Jon has been working in the financial industry since 1996. Jon has experience with several firms including Investment Centers of America, Inc., Sunbelt Securities, Inc., Evolve Securities, Inc., AFS Brokerage, Inc. and Aegon USA Securities Inc. Jon has the following licenses: Series 63, Series 66, Series 7 and SIE. Jon is also a President/Owner of CBI, INC. and President & CEO of The Tri-County Bank. Jon is a member of the Butte State Bank Board of Director. Jon is a member/manager of Community Wealth Specialists, LLC. Jon is registered with the following states: Alabama, Arizona, California, Florida, Iowa, Kansas, Nebraska, South Dakota and Washington.
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.
1
2
NE
11/29/2017 - Present
LPL Financial LLC (Stuart NE)
NE
08/13/2014 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (Stuart NE)
NE
01/27/2011 - 09/03/2014
SUNBELT SECURITIES, INC. (STUART NE)
NE
04/30/2008 - 12/31/2010
EVOLVE SECURITIES, INC. (STUART NE)
NE
02/18/1998 - 04/30/2008
AFS BROKERAGE, INC. (STUART NE)
IA
08/23/1996 - 02/18/1998
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
BOTH
Issued 08/14/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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