Unclaimed
Jon I. Lindboom is a financial advisor who has been in the industry since September 15, 2000. Jon is currently registered with Manning & Napier Investor Services, Inc. Jon is licensed to provide securities advice in New York. Jon has passed the Series 63, Series 7 and SIE exams.
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.
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.
1
2
NY
09/15/2000 - Present
Manning & Napier Investor Services, Inc. (FAIRPORT NY)
BC
Issued 07/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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