Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Hunter Peck is a financial advisor with over 20 years of experience in the industry. Jonathan currently works with Lincoln Investment. He is registered with the state of New Jersey as both a broker-dealer and an investment advisor. He holds a Series 6 and Series 63 license as well as the SIE exam. Jonathan has experience working with individuals, high-net-worth individuals, businesses, corporations, pension and profit sharing plans, and charitable organizations. Jonathan specializes in providing financial planning, portfolio management, and selection of other advisors. He is also licensed to sell insurance products from companies such as American General, VOYA, and Genworth.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
09/23/2002 - Present
Lincoln Investment (CRANFORD NJ)
PA
07/08/2002 - 09/06/2002
UNDERWRITERS EQUITY CORPORATION (HARRISBURG PA)
CA
08/08/2001 - 06/10/2002
BRECEK & YOUNG ADVISORS, INC. (FOLSOM CA)
PA
01/01/1998 - 07/25/2001
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
BC
Issued 03/03/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jonathan Peck is the right advisor for you? Invested Better is here to help.
