Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Frawley is an investment advisor representative at Hbks Wealth Advisors. Jonathan has been in the industry since 2019 and has a Series 65 license. Jonathan's specializations include working with corporations, high-net-worth individuals, insurance companies, and trusts. Jonathan has worked with a variety of clients throughout his career, including pension plans and charitable organizations.
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.
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
PA
07/07/2020 - Present
Hbks Wealth Advisors (Erie PA)
IA
Issued 07/07/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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