Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Pellecchia is a financial advisor with Independent Financial Partners in Tampa, FL. Jon has been working in the financial services industry since 2000 and is licensed in several states. Jon has a strong background in providing financial planning and wealth management services to individuals, families, businesses, and charitable organizations. Jon also holds the Certified Financial Planner designation. Jon is dedicated to helping clients reach their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
FL
11/06/2024 - Present
Independent Financial Partners (Tampa FL)
FL
06/20/2016 - 05/23/2019
LPL FINANCIAL LLC (TAMPA FL)
FL
04/03/2007 - 06/20/2016
VSR FINANCIAL SERVICES, INC. (TAMPA FL)
FL
02/15/2006 - 02/08/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (TAMPA FL)
FL
09/05/2000 - 02/07/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TAMPA FL)
CA
01/23/1998 - 10/13/1998
FRIEDMAN, BILLINGS, RAMSEY & CO., INC. (LOS ANGELES CA)
BOTH
Issued 09/08/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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