Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Markoe is an investment advisor representative with Pine Valley Investments. Jonathan has been in the financial services industry since 1987 and has a wide range of experience in providing investment advice to individuals, families, and businesses. Jonathan is registered with the Financial Industry Regulatory Authority (FINRA) and is a member of the Securities Investor Protection Corporation (SIPC). Jonathan specializes in providing financial planning, portfolio management, and retirement planning services. He is committed to helping clients achieve their financial goals. Jonathan has a deep understanding of the financial markets and a proven track record of success. He is also an active member of the community and is dedicated to providing exceptional service to his clients.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
NJ
10/10/2018 - Present
Pine Valley Investments (MARLTON NJ)
NJ
10/05/2018 - 06/02/2022
PURSHE KAPLAN STERLING INVESTMENTS (Marlton NJ)
NJ
05/01/2009 - 10/09/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MOUNT LAUREL NJ)
NJ
01/14/2005 - 05/21/2009
CITIGROUP GLOBAL MARKETS INC. (MT. LAUREL NJ)
NY
09/21/1988 - 01/19/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
MO
04/25/1988 - 08/29/1988
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
12/26/1986 - 04/28/1988
PHILIPS, APPEL & WALDEN, INC.
BOTH
Issued 03/09/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/08/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jonathan Markoe is the right advisor for you? Invested Better is here to help.
