Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Torrey Bicknell is a financial professional with over 25 years of experience in the financial services industry. Jon has a strong track record of helping clients achieve their financial goals. Jon is a Certified Financial Planner™ and holds both Series 7 and 63 licenses. Jon is currently registered with Cetera Investment Advisers LLC in Massachusetts and Montana. Previously, Jon was registered with Investors Capital Corp., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, VeraVest Investments, Inc., 1717 Capital Management Company, Linsco/Private Ledger Corp., and American Express Financial Advisors Inc. Jon specializes in helping clients with financial planning, portfolio management, and retirement planning. Jon works with a variety of clients, including individuals, families, businesses, and trusts.
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.
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.
1
2
MA
05/02/2024 - Present
Cetera Investment Advisers LLC (BURLINGTON MA)
MA
10/29/2013 - 10/03/2016
INVESTORS CAPITAL CORP. (BURLINGTON MA)
MA
12/02/2003 - 11/14/2013
LINCOLN FINANCIAL ADVISORS CORPORATION (WALTHAM MA)
MA
12/02/2003 - 05/10/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (WALTHAM MA)
MA
01/21/2003 - 12/04/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
DE
09/09/1999 - 01/28/2003
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
SC
03/10/1998 - 09/07/1999
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MN
02/09/1996 - 03/24/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/09/1996 - 03/24/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 09/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jon Bicknell is the right advisor for you? Invested Better is here to help.
