Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Mark Massey is a financial professional with over 25 years of experience in the financial services industry. Jon is currently registered with LPL Financial LLC and Mariner Independent, both based in Corona, CA. Jon is committed to providing clients with comprehensive financial planning services, including retirement planning, investment management, and insurance. Jon is 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.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
08/25/2021 - Present
LPL Financial LLC (CORONA CA)
CA
09/27/2004 - 02/02/2016
NATIONAL PLANNING CORPORATION (CORONA CA)
NA
02/12/1991 - 12/31/1991
TRANSAMERICA FINANCIAL RESOURCES, INC.
NA
04/22/1987 - 12/31/1991
TRANSAMERICA SECURITIES SALES CORPORATION
NA
04/10/1987 - 09/14/1989
TRANSAMERICA FINANCIAL RESOURCES, INC.
NA
05/14/1985 - 12/13/1988
AETNA LIFE INSURANCE AND ANNUITY COMPANY
NA
08/01/1983 - 07/19/1984
PRUCO SECURITIES CORPORATION
BC
Issued 10/01/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2007
Series 7 - General Securities Representative Examination
BC
Issued 09/25/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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