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 Lipinski is a registered representative with Bofa Securities, Inc. Jonathan has been in the securities industry since July 22, 2013. Jonathan is licensed in California. Jonathan's previous experience includes time with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jonathan holds the Series 63, SIE and Series 79 licenses. Jonathan's current position is with Bofa Securities, Inc. in their San Francisco office.
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.
Research-related 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.
Negotiated fees for research-related services
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2
CA
05/10/2019 - Present
Bofa Securities, Inc. (SAN FRANCISCO CA)
NY
07/23/2013 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 07/25/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2013
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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