Unclaimed
Jon Glink is a registered representative with LPL Financial LLC, with over 14 years of experience in the financial industry. Jon is a Series 7 and 63 licensed representative and has a Series 6 designation as well. Jon also holds licenses in several states including Ohio, Florida, Georgia, Pennsylvania and Illinois. Jon has previously worked with Cetera Advisor Networks LLC and New England Securities. Jon is a financial advisor with a focus on helping individuals with their investment needs.
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.
1
2
OH
08/31/2022 - Present
LPL Financial LLC (JEFFERSON OH)
OH
10/10/2011 - 08/31/2022
CETERA ADVISOR NETWORKS LLC (JEFFERSON OH)
OH
10/24/2008 - 10/20/2011
NEW ENGLAND SECURITIES (ASHTABULA OH)
BC
Issued 01/16/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2009
Series 7 - General Securities Representative Examination
BC
Issued 10/23/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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