Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Dale Peters is a financial advisor with LPL Financial LLC. Jonathan has been in the financial industry since February 10, 2015. Jonathan holds the Series 7, 66 and SIE securities licenses. Jonathan is also a Certified Financial Planner. Prior to joining LPL Financial LLC, Jonathan was a financial advisor at Stifel, Nicolaus & Company, Incorporated. Before that, Jonathan worked for SunTrust Investment Services, Inc., LPL Financial LLC, Wells Fargo Advisors, LLC and BB&T Investment Services, Inc. Jonathan is registered to provide investment advice in 27 states and 2 Canadian Provinces.
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
NC
04/20/2022 - Present
LPL Financial LLC (GREENSBORO NC)
NC
08/13/2019 - 05/16/2022
STIFEL, NICOLAUS & COMPANY, INCORPORATED (Greensboro NC)
NC
02/02/2011 - 03/09/2012
SUNTRUST INVESTMENT SERVICES, INC. (WINSTON-SALEM NC)
NC
07/23/2010 - 02/04/2011
LPL FINANCIAL LLC (YADKINVILLE NC)
NC
12/11/2009 - 07/23/2010
WELLS FARGO ADVISORS, LLC (KERNERSVILLE NC)
NC
11/07/2008 - 12/11/2009
BB&T INVESTMENT SERVICES, INC. (WINSTON-SALEM NC)
NC
08/31/2007 - 10/28/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WINSTON-SALEM NC)
BOTH
Issued 09/24/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/27/2019
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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