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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Kvasnik is a financial advisor with Osaic Wealth, Inc. Jonathan has been in the financial industry since 1992 and has a wide range of experience in providing financial advice to individuals, families, and businesses. Jonathan is a Chartered Financial Consultant and holds Series 7, 24, 63, and 65 licenses. Jonathan is committed to providing his clients with personalized financial advice that meets their individual needs. Jonathan specializes in retirement planning, college savings, and investment management. Jonathan is registered to provide investment advice in Arizona, Arkansas, California, District of Columbia, Florida, Georgia, Illinois, Indiana, Iowa, Minnesota, Montana, New York, Oklahoma, Oregon, Texas, Vermont, Washington, and Wisconsin.
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.
A percentage of the total value of assets under management is charged.
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2
MN
06/14/2024 - Present
Osaic Wealth, Inc. (North Oaks MN)
MN
07/07/2015 - 06/14/2024
SECURITIES AMERICA, INC. (ST PAUL MN)
MN
11/03/2003 - 07/23/2015
FINTEGRA, LLC (ST. PAUL MN)
LA
12/16/2001 - 10/31/2003
PAN-AMERICAN FINANCIAL ADVISERS (NEW ORLEANS LA)
PA
02/20/1997 - 12/16/2001
AMERICAN CAPITAL CORPORATION (VALLEY FORGE PA)
MN
02/22/1995 - 02/11/1997
FBS INVESTMENT SERVICES, INC. (SAINT PAUL MN)
MN
01/31/1992 - 02/23/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/31/1992 - 02/23/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 09/24/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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