Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Pawlowski is a financial advisor with Stratos Wealth Partners, Ltd. Jon has been in the financial services industry for over 13 years. He is registered to provide investment advice in Ohio and Texas. Jon holds several securities licenses, including Series 7, Series 3, Series 63, and Series 66. He also holds licenses to manage municipal securities, options, and retail off-exchange FOREX. Jon specializes in helping individuals, businesses, and institutions achieve their financial goals.
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.
Percentage of assets under management with third party managers
1
2
OH
08/19/2021 - Present
Stratos Wealth Partners, Ltd. (Beachwood OH)
CO
07/06/2011 - 08/30/2021
KEY INVESTMENT SERVICES LLC (Boulder CO)
IL
05/26/2010 - 06/06/2011
TD AMERITRADE, INC. (CHICAGO IL)
IL
06/03/2009 - 05/26/2010
THINKORSWIM, INC. (CHICAGO IL)
BOTH
Issued 02/09/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/08/2011
Series 24 - General Securities Principal Examination
BC
Issued 02/25/2010
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2010
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 11/09/2009
Series 3 - National Commodity Futures Examination
BC
Issued 06/02/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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