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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Hreha is an investment advisor representative at LPL Financial LLC. Jonathan has been in the industry for 5 years and holds Series 63 and Series 66 licenses. Jonathan also holds Series 7 and SIE licenses. Jonathan has a total of 2 state exam licenses and 2 product exam licenses. Jonathan specializes in providing financial planning, pension consulting, and portfolio management for businesses and individuals. Jonathan has been with LPL Financial LLC since January 2023. Prior to that, Jonathan was with Vanguard Marketing Corporation from April 2018 to November 2021. Jonathan has experience working with individual clients, investment clubs, charitable organizations, pension and profit-sharing plans, corporations, and other businesses.
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
SC
02/07/2023 - Present
LPL Financial LLC (FORT MILL SC)
NC
04/02/2018 - 11/12/2021
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BOTH
Issued 10/15/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/09/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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