Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Michelizzi is a financial advisor at Tradition Wealth Management LLC in Edina, MN. Jon has been in the financial services industry since 1994. Jon holds the Series 6, 7, and SIE licenses. Jon is a Certified Financial Planner.
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.
Personalized portfolio management to meet individual financial objectives.
1031 exchange consulting
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.
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2
MN
04/05/2023 - Present
Tradition Wealth Management LLC (EDINA MN)
MN
02/04/2015 - 04/04/2023
VOYA FINANCIAL PARTNERS, LLC (MINNEAPOLIS MN)
MN
02/16/2012 - 02/04/2015
VOYA FINANCIAL ADVISORS, INC. (Minneapolis MN)
MN
02/21/2007 - 02/24/2012
ING FINANCIAL ADVISERS, LLC (MINNEAPOLIS MN)
MN
10/30/2000 - 01/05/2007
PRINCOR FINANCIAL SERVICES CORPORATION (MINNETONKA MN)
NY
05/03/1999 - 08/29/2000
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
09/30/1998 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
WI
08/15/1997 - 08/26/1998
PRIMARY RESOURCES EQUITIES CORPORATION (MADISON WI)
MA
03/01/1996 - 08/18/1997
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
11/25/1994 - 03/01/1996
G. R. PHELPS & CO., INC.
BC
Issued 11/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/23/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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