Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Edward Osterkamp is a financial advisor with LPL Financial LLC in Scottsdale, Arizona. Jonathan has been in the financial industry for over 20 years. Jonathan holds the Series 7, 24 and 66 licenses. Jonathan has experience working with various clients, including individuals, high-net-worth individuals, corporations, and businesses. Prior to joining LPL Financial LLC, Jonathan worked for Ameriprise Financial Services, Inc. and IDS Life Insurance Company.
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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AZ
01/02/2009 - Present
LPL Financial LLC (SCOTTSDALE AZ)
AZ
04/24/2002 - 01/06/2009
AMERIPRISE FINANCIAL SERVICES, INC. (MESA AZ)
MN
04/24/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/03/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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