Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan David Lau is a financial professional with over 18 years of experience in the industry. Jonathan is a registered representative of MML Investors Services, LLC and is licensed in 33 states as a broker and investment advisor representative. Jonathan holds the Series 7, Series 66, and SIE licenses, and has a Certified Financial Planner designation. Jonathan is a member of Lau & Lau Associates, LLC, a life and health insurance sales agency, and Lau & Lau Associates Private Wealth Services, LLC, a wealth management firm. Jonathan provides investment advice and financial planning services to individuals, businesses, 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.
Asset allocation programs
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.
Solicitors fees
1
2
MI
10/09/2019 - Present
MML Investors Services, LLC (Bloomfield Hills MI)
BOTH
Issued 02/05/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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