Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Edward Maitz is a financial advisor who has been in the industry since 2009. Jon is registered with Hornor, Townsend & Kent, LLC and has held previous positions with METLIFE SECURITIES INC. and NEW ENGLAND SECURITIES. Jon specializes in working with individuals, high-net-worth individuals, corporations, and charitable organizations. Jon has a wide range of certifications and licenses, including Series 6, 7, 63, and 65, as well as the SIE exam. Jon is also a Chartered Financial Consultant.
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.
Trail commissions, distribution assistance fees
1
2
PA
06/13/2014 - Present
Hornor, Townsend & Kent, LLC (CONSHOHOCKEN PA)
PA
07/12/2012 - 04/14/2014
METLIFE SECURITIES INC. (ALLENTOWN PA)
PA
04/06/2009 - 07/13/2012
NEW ENGLAND SECURITIES (NEWTOWN SQUARE PA)
IA
Issued 11/11/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2011
Series 7 - General Securities Representative Examination
BC
Issued 04/05/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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