Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Patrick Kratochvil is a financial advisor with over 20 years of experience in the industry. Jon Patrick has a Series 6, 7, and 63 license and the SIE exam. Jon Patrick is currently registered with Lifemark Securities Corp. and has previously been registered with Foresters Equity Services, Inc., H. Beck, Inc., Woodbury Financial Services, Inc., Coordinated Capital Securities, Inc., and Fortis Investors, Inc. Jon Patrick specializes in financial planning, portfolio management for individuals, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
WI
10/31/2018 - Present
Lifemark Securities Corp. (Wauwatosa WI)
CA
03/14/2012 - 11/01/2018
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
WI
10/05/2010 - 03/06/2012
H. BECK, INC. (MILWAUKEE WI)
WI
11/19/1996 - 10/06/2010
WOODBURY FINANCIAL SERVICES, INC. (MILWAUKEE WI)
WI
06/13/1995 - 11/25/1996
COORDINATED CAPITAL SECURITIES, INC. (FORT ATKINSON WI)
MN
11/16/1994 - 06/23/1995
FORTIS INVESTORS, INC. (OAKDALE MN)
BC
Issued 11/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1995
Series 7 - General Securities Representative Examination
BC
Issued 11/10/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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