Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Angelo Taveggia is a financial advisor with over 7 years of experience in the financial services industry. Jonathan is currently registered with LPL Financial LLC and is licensed in Michigan. Jonathan has held previous positions with OSAIC INSTITUTIONS, INC. and J.P. MORGAN SECURITIES LLC. Jonathan holds the Series 6, Series 63 and SIE licenses. Jonathan specializes in providing financial planning, portfolio management, and investment advice to individuals, families, and businesses.
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.
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2
MI
02/01/2024 - Present
LPL Financial LLC (SHELBY TOWNSHIP MI)
MI
06/20/2017 - 02/01/2024
OSAIC INSTITUTIONS, INC. (SHELBY TOWNSHIP MI)
MI
12/07/2015 - 01/13/2017
J.P. MORGAN SECURITIES LLC (MACOMB MI)
BC
Issued 11/13/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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