Unclaimed
Jonathan Carl Laven is a financial advisor at Equitable Advisors, LLC and has been in the financial services industry since October 2, 2003. Jonathan is registered in 29 states as an investment advisor representative, and in 27 states as a Registered Investment Advisor. Jonathan has earned a Series 66 license and is licensed as a General Securities Principal. Jonathan holds Series 7 and Series 24 securities licenses. Jonathan has specializations in the areas of insurance, annuities, mutual funds, variable life insurance, and other financial products. Jonathan is a partner at GPS Financial Solutions LLC, a firm that provides financial services to individuals and businesses. Jonathan is also a board member of Zacharias Sexual Abuse Center, which helps those who have suffered from sexual abuse.
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.
1
2
IL
10/20/2003 - Present
Equitable Advisors, LLC (DEERFIELD IL)
BOTH
Issued 10/10/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/06/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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