Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Andrew Dimarco is a financial advisor with Principal Securities, Inc. located in Atlanta, GA. Jonathan Dimarco is registered with the Securities and Exchange Commission and has a history of serving clients in the financial industry since 2018. Jonathan Andrew Dimarco has passed the Series 6, Series 7TO, and Series 66 exams and holds registrations in Georgia, Florida, California, Massachusetts, South Carolina, and North Carolina. Jonathan Andrew Dimarco's firm, Principal Securities, Inc., is headquartered in Des Moines, IA and provides financial advisory services to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. The firm's compensation arrangements include fixed fees, hourly charges, and a percentage of assets.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
10/31/2024 - Present
Principal Securities, Inc. (DES MOINES IA)
GA
04/30/2018 - 12/16/2020
PRINCIPAL SECURITIES, INC. (Atlanta GA)
BOTH
Issued 01/10/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/15/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jonathan Dimarco is the right advisor for you? Invested Better is here to help.
