Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Lybeck is a financial advisor with LPL Financial LLC. Jonathan has been in the industry since 2007 and has held positions with CUNA Brokerage Services, Inc., GLP Investment Services, LLC, and GLP & Associates. He is registered to provide investment advice in a number of states, including Alabama, Arizona, Arkansas, Florida, Georgia, Illinois, Indiana, Kentucky, Louisiana, Michigan, Minnesota, North Carolina, Ohio, South Carolina, Texas, Virginia, and Washington. Jonathan also holds the following licenses: Series 6, Series 7, Series 63, and Series 65. He is a member of FINRA. Jonathan specializes in providing financial planning, portfolio management, and consulting services to individuals, corporations, and charitable organizations.
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.
1
2
MI
05/18/2022 - Present
LPL Financial LLC (Dearborn MI)
MI
01/04/2011 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (LIVONIA MI)
MI
03/13/2007 - 11/12/2010
GLP INVESTMENT SERVICES, LLC (FARMINGTON MI)
IA
Issued 12/30/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2011
Series 7 - General Securities Representative Examination
BC
Issued 04/07/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jonathan Lybeck is the right advisor for you? Invested Better is here to help.
