Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Pagano is a financial advisor with Cambridge Investment Research Advisors, Inc.. Jonathan has been in the financial industry since January 17, 2000 and is registered with the state of Tennessee as an investment advisor representative. Jonathan is also licensed to sell securities in Alabama, Florida, Georgia, Michigan, and Tennessee. Prior to joining Cambridge Investment Research Advisors, Inc., Jonathan worked for Luken Investment Group, Inc. and Waddell & Reed, Inc.. Jonathan holds Series 6, Series 7, and Series 63 licenses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TN
03/28/2005 - Present
Cambridge Investment Research Advisors, Inc. (BRENTWOOD TN)
TN
09/23/2002 - 05/09/2003
LUKEN INVESTMENT GROUP, INC. (NASHVILLE TN)
KS
01/18/2000 - 09/24/2002
WADDELL & REED, INC. (OVERLAND PARK KS)
BC
Issued 12/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2004
Series 7 - General Securities Representative Examination
BC
Issued 01/17/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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