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 Palmquist is a financial advisor registered with Charles Schwab & CO., Inc. He has over 10 years of experience in the financial services industry and has held positions at OppenheimerFunds Distributor, Inc. prior to joining Charles Schwab. Jonathan specializes in providing financial planning and investment advice to individuals and families. He is licensed to sell a variety of financial products and services, including investment company products and variable contracts. He is also a Registered Representative of Charles Schwab & CO., Inc. Jonathan holds a Series 6 license and a Series 63 license. He is passionate about helping clients achieve their financial goals and believes that everyone deserves access to quality financial advice. Jonathan is committed to providing his clients with personalized service and working with them to create a plan that is tailored to their individual needs.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
03/06/2020 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CO
05/30/2014 - 07/19/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
CO
09/17/2010 - 06/08/2012
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
CO
03/04/2008 - 07/17/2009
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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