Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Hooker is a financial advisor registered with LPL Financial LLC. Jonathan has been in the financial industry since January 2022 and is licensed to provide financial advice in Alaska, Florida, Georgia, Indiana, Iowa, Michigan, New Mexico, Ohio, South Carolina, and Texas. Jonathan has a Series 66, Series 7TO and SIE licenses. He is also registered as an Investment Advisor Representative in Indiana. Jonathan has prior experience in the Fort Wayne area working at Fort Wayne Metals and as a College Student at PFW.
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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2
IN
11/05/2024 - Present
LPL Financial LLC (FORT WAYNE IN)
BOTH
Issued 03/17/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/10/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/26/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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