Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Fabrizio is an investment advisor representative with LPL Financial LLC and has been in the industry since 2001. He is a Series 66, 24, 7 and SIE licensed individual and is currently registered in 15 states. Jonathan has previously worked for Signator Investors, Inc., Raymond James Financial Services, Inc., AXA Advisors, LLC, WFS, LLC and H.C. Wainwright & Co., Inc. Jonathan is based in Norwell, MA.
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.
Consulting and other non-discretionary advisory 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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
11/29/2022 - Present
LPL Financial LLC (NORWELL MA)
MA
03/11/2009 - 12/08/2010
SIGNATOR INVESTORS, INC. (NORWELL MA)
MA
01/24/2007 - 03/12/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (WELLESLEY MA)
MA
07/01/2003 - 01/30/2007
AXA ADVISORS, LLC (WELLESLEY MA)
MA
04/11/2002 - 11/17/2003
WFS, LLC (BOSTON MA)
NY
10/18/2001 - 04/16/2002
H.C. WAINWRIGHT & CO., INC. (NEW YORK NY)
BOTH
Issued 07/09/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/11/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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