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 Stano is a financial advisor registered with LPL Financial LLC. Jonathan has been working in the financial services industry since October 2012. Jonathan has a Series 66, Series 7, Series 24 and SIE licenses and holds the Certified Financial Planner designation. Jonathan is registered to offer investment advisory services in Indiana, Michigan and South Carolina. Jonathan has experience working with individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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
MI
02/05/2018 - Present
LPL Financial LLC (STERLING HEIGHTS MI)
SC
09/21/2012 - 01/19/2018
FINTRUST BROKERAGE SERVICES, LLC (GREENVILLE SC)
BOTH
Issued 10/12/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/11/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jonathan Stano is the right advisor for you? Invested Better is here to help.
