Unclaimed
Jonathan Allen Porwick is a financial professional with over 20 years of experience in the industry. Jonathan is currently registered with State Farm VP Management Corp., working in their Bloomington, IL office. Jonathan's previous experience includes working with CitiCorp Investment Services, which is located in Long Island City, NY. Jonathan holds Series 6, 26 and 63 licenses and is a qualified investment company products/variable contracts representative.
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
IL
02/17/2004 - Present
State Farm VP Management Corp. (BLOOMINGTON IL)
NY
08/21/2002 - 12/18/2003
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
BC
Issued 08/27/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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