Unclaimed
Jonathan David Lacrosse is a financial advisor with over 10 years of experience in the securities industry. Jonathan is currently registered with Invicta Capital LLC in Oakmont, PA. Jonathan has a broad range of experience, having previously worked at firms like Harken Capital Securities, LLC in Scituate, MA, CV Brokerage, Inc. in Williamstown, NJ, and Apple Lane Group LLC in Lancaster, MA. Jonathan holds the Series 7, Series 79, Series 63, and SIE licenses and is registered in Colorado, Pennsylvania, and Texas.
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.
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.
1
2
PA
03/21/2020 - Present
Invicta Capital LLC (OAKMONT PA)
MA
09/18/2018 - 03/20/2020
HARKEN CAPITAL SECURITIES, LLC (SCITUATE MA)
NJ
08/17/2012 - 09/20/2018
CV BROKERAGE, INC (WILLIAMSTOWN NJ)
MA
05/25/2011 - 08/02/2012
APPLE LANE GROUP LLC (LANCASTER MA)
BC
Issued 06/10/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2014
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 05/24/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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