Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Gary Faigle has been in the financial services industry since October 1975. Jon is a Certified Financial Planner and is currently registered with SPC in Michigan and Texas. He provides financial planning, portfolio management, and consultation services to individuals, corporations, and retirement plans. Jon has a history of working with various financial institutions, including Lincoln Financial Advisors Corporation and CIGNA Financial Advisors, Inc. Jon also offers educational seminars and wholesale 401k plans, mutual funds, and managed money through RMS.
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.
Consultation 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.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
MI
08/04/2023 - Present
SPC (ANN ARBOR MI)
IN
06/01/1998 - 02/28/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
10/28/1975 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BC
Issued 12/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/20/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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