Unclaimed
Jon Philip Forbes has been a registered representative in the securities industry since 1992 and is a Series 6 and Series 26 licensed advisor. Jon is currently affiliated with Nationwide Investment Services Corp. and is located in Columbus, OH. Jon was previously affiliated with Nationwide Advisory Services, Inc. and Lincoln Financial Advisors Corporation.
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.
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.
1
2
OH
10/20/2000 - Present
Nationwide Investment Services Corp. (COLUMBUS OH)
OH
04/06/1993 - 12/31/2000
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
IN
12/23/1992 - 02/24/1993
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
12/23/1992 - 02/24/1993
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 04/26/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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