Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Halstenson is a financial advisor registered with LPL Financial LLC. Jon has been in the financial industry since July 2006. Jon has a Series 7 and Series 66 license as well as the SIE exam. Jon is registered with the following states: Alaska, Arizona, California, Colorado, Florida, Georgia, Idaho, Indiana, Iowa, Kansas, Minnesota, Montana, North Dakota, Oregon, South Dakota, Texas, Utah, Virginia, Washington and Wisconsin. Jon has previously worked with Investment Centers of America, Inc. and Securities America, Inc.
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
ND
04/06/2018 - Present
LPL Financial LLC (Fargo ND)
ND
11/30/2015 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (Fargo ND)
ND
02/17/2012 - 12/01/2015
SECURITIES AMERICA, INC. (FARGO ND)
ND
07/28/2006 - 02/22/2012
INVESTMENT CENTERS OF AMERICA, INC. (FARGO ND)
BOTH
Issued 08/21/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/28/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jon Halstenson is the right advisor for you? Invested Better is here to help.
