Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Francis Loeck is a financial advisor with The Ayco Company, LP. Jonathan Loeck is a registered representative with FINRA and is also a registered investment advisor in New York and Texas. Jonathan Loeck has been in the industry since May 1, 2006. Jonathan Loeck has a strong background in financial planning and portfolio management, and is committed to providing his clients with personalized advice and guidance. Jonathan Loeck specializes in providing financial planning and investment management services to high-net-worth individuals and families. Jonathan Loeck is a Chartered Financial Analyst. Jonathan Loeck has experience working at Mercer Allied Company, L.P. and Ameriprise Financial Services, Inc.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
01/29/2022 - Present
THE Ayco Company, LP (Saratoga Springs NY)
NY
03/22/2007 - 01/04/2021
MERCER ALLIED COMPANY, L.P. (LATHAM NY)
NY
10/05/2005 - 08/24/2006
AMERIPRISE FINANCIAL SERVICES, INC. (ALBANY NY)
MN
10/05/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/26/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/2021
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2005
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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