Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Hoskins is a financial advisor with LPL Financial LLC and is based in Urbana, Ohio. Jonathan has been in the financial services industry since March 11, 2003 and is licensed to provide financial services in several states, including Ohio, Florida, Arizona, Kentucky, Michigan, and Minnesota. He is also a Certified Financial Planner. Jonathan has previously worked with UVEST Financial Services Group, Inc. and The Huntington Investment Company. Jonathan works with a variety of clients including individuals, high net worth individuals, corporations, trusts, 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.
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2
OH
01/17/2012 - Present
LPL Financial LLC (URBANA OH)
OH
05/20/2008 - 07/05/2011
UVEST FINANCIAL SERVICES GROUP, INC. (URBANA OH)
OH
02/19/2003 - 04/28/2008
THE HUNTINGTON INVESTMENT COMPANY (SPRINGFIELD OH)
BC
Issued 06/06/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2006
Series 7 - General Securities Representative Examination
BC
Issued 02/18/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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