Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Dorsey is an investment advisor representative with LPL Financial LLC. Jonathan has been in the financial industry for over 10 years, and has a strong background in providing investment advice to individuals, families, and businesses. Jonathan is committed to helping clients achieve their financial goals through personalized financial planning and investment management services. Jonathan has a deep understanding of the financial markets and is able to provide customized advice that meets each client's unique 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.
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
VA
11/02/2020 - Present
LPL Financial LLC (CHRISTIANSBURG VA)
WV
02/07/2020 - 10/22/2020
J.P. MORGAN SECURITIES LLC (BRIDGEPORT WV)
WV
05/15/2017 - 03/08/2018
UNITED BROKERAGE SERVICES, INC (BECKLEY WV)
WV
03/13/2015 - 05/15/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (BLUEFIELD WV)
WV
11/14/2011 - 03/13/2015
BB&T INVESTMENT SERVICES, INC. (PRINCETON WV)
WV
09/18/2009 - 12/15/2010
EDWARD JONES (BECKLEY WV)
WV
02/10/2009 - 05/27/2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (BECKLEY WV)
BOTH
Issued 11/02/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2009
Series 7 - General Securities Representative Examination
BC
Issued 02/09/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jonathan Dorsey is the right advisor for you? Invested Better is here to help.
