Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Heith Moles is a financial advisor with LPL Enterprise, LLC. Jonathan has been in the financial industry since 1999. Jonathan has a wide range of experience in the financial services industry and holds licenses to provide investment advice in Indiana, Kentucky, and Ohio. Jonathan has several certifications, including the Certified Financial Planner designation, which is a recognized standard of competence in the financial planning field. Jonathan has a strong background in providing financial planning services to individuals and businesses. Jonathan is dedicated to helping clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
IN
11/14/2024 - Present
LPL Enterprise, LLC (INDIANAPOLIS IN)
KY
04/12/2002 - 10/14/2022
VALIC FINANCIAL ADVISORS, INC. (OWENSBORO KY)
MA
09/18/2001 - 04/25/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/18/2001 - 04/25/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
TX
01/22/2001 - 07/05/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
TX
04/25/2000 - 05/04/2000
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MN
05/13/1997 - 10/23/1998
FORTIS INVESTORS, INC. (OAKDALE MN)
BOTH
Issued 04/24/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2014
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/15/2014
Series 24 - General Securities Principal Examination
BC
Issued 06/09/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/12/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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