Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Del Herz is a financial advisor with over 15 years of experience in the industry. Jonathan is currently registered with LPL Financial LLC and holds Series 66, SIE, and Series 7 licenses. Previously, Jonathan was associated with CETERA INVESTMENT SERVICES LLC, PRINCOR FINANCIAL SERVICES CORPORATION, FINANCIAL NETWORK INVESTMENT CORPORATION, and THRIVENT INVESTMENT MANAGEMENT INC. Jonathan has a proven track record of providing investment advice to individuals, families, and businesses. Jonathan has a strong understanding of financial markets and investment strategies. Jonathan is committed to providing personalized service to clients and helping them achieve their financial goals.
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.
1
2
MT
12/01/2016 - Present
LPL Financial LLC (BOZEMAN MT)
MT
06/02/2008 - 11/29/2016
CETERA INVESTMENT SERVICES LLC (BOZEMAN MT)
SD
07/19/2007 - 06/02/2008
PRINCOR FINANCIAL SERVICES CORPORATION (RAPID CITY SD)
SD
11/27/2006 - 07/17/2007
FINANCIAL NETWORK INVESTMENT CORPORATION (RAPID CITY SD)
SD
05/15/2006 - 11/28/2006
THRIVENT INVESTMENT MANAGEMENT INC. (RAPID CITY SD)
BOTH
Issued 06/02/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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