Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Schappell is a financial advisor registered with Equitable Advisors, LLC. Jon has been in the financial services industry for 17 years. Jon is registered to provide investment advice in 15 states, and is licensed to sell securities in all 50 states. Jon has passed the Series 7, 66, and 24 securities exams.
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
PA
09/15/2020 - Present
Equitable Advisors, LLC (BALA CYNWYD PA)
BOTH
Issued 02/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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