Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Bogle Haulenbeek is a financial advisor with over 30 years of experience in the industry. Jonathan is a registered representative with LPL Financial LLC. Jonathan is also a registered investment advisor and has held several other positions with various financial institutions. Jonathan has a broad range of experience and expertise, offering a variety of financial services, including financial planning, portfolio management, pension consulting and more. Jonathan has held registrations in various states and has passed several industry exams, including Series 7, Series 24, Series 63, and Series 65.
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
CT
09/04/2002 - Present
LPL Financial LLC (NORTHFIELD CT)
NY
10/09/2001 - 09/05/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
MO
08/05/2000 - 10/05/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NY
10/20/1987 - 08/05/2000
FIRST ALBANY CORPORATION (NEW YORK NY)
IA
Issued 12/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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