Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Schlueter is an active Registered Investment Advisor (RIA) and Broker-Dealer (BD) with over 17 years of experience in the financial services industry. Jon Schlueter has a strong track record of providing financial advice to individuals, families, businesses, and institutions. Currently, Jon Schlueter is registered with Osaic Wealth, Inc. and previously worked with Royal Alliance Associates, Inc. and Lion Street Financial, LLC. Jon Schlueter provides a comprehensive range of financial services, including investment advisory, financial planning, retirement planning, and insurance planning.
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.
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
NY
06/03/2024 - Present
Osaic Wealth, Inc. (HAUPPAUGE NY)
NY
08/02/2021 - 10/05/2023
LION STREET FINANCIAL, LLC (HAUPPAUGE NY)
NY
10/25/2012 - 08/05/2021
ROYAL ALLIANCE ASSOCIATES, INC. (HAUPPAUGE NY)
NY
02/13/2008 - 10/29/2012
H.D. VEST INVESTMENT SERVICES (HAUPPAUGE NY)
NY
08/20/2007 - 02/19/2008
METLIFE SECURITIES INC. (ROSLYN NY)
TX
02/09/1998 - 03/31/1999
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
MO
01/20/1997 - 09/18/1997
EISNER SECURITIES, INC. (ST. LOUIS MO)
FL
10/24/1996 - 12/06/1996
BENJAMIN SECURITIES, INC. (PENSACOLA FL)
IA
Issued 05/26/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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