Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Billings Wicker is a financial advisor with over 16 years of experience in the industry. Jonathan is currently registered with Lincoln Investment and Capital Analysts in Pennsylvania. Previously, Jonathan was registered with VOYA FINANCIAL ADVISORS, INC. in New York, ING FINANCIAL ADVISERS, LLC in New York, and CITICORP INVESTMENT SERVICES in New York. Jonathan holds a Series 6, 7, 63 and 65 license, and the SIE designation. Jonathan specializes in providing financial planning, portfolio management, and selection of other advisors.
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.
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.
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2
PA
08/02/2017 - Present
Lincoln Investment (Wexford PA)
NY
01/03/2011 - 08/03/2017
VOYA FINANCIAL ADVISORS, INC. (MELVILLE NY)
NY
06/01/2007 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (MELVILLE NY)
NY
06/22/2006 - 05/24/2007
CITICORP INVESTMENT SERVICES (MASSAPEQUA NY)
IA
Issued 05/31/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2013
Series 7 - General Securities Representative Examination
BC
Issued 06/21/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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