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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 Mulder is a financial advisor with LPL Financial LLC. Jonathan has been in the industry since 2012 and has worked at several firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, and MML Investors Services, Inc. Jonathan has a Series 6, Series 7, and Series 66 license. Jonathan is registered with the state of Michigan as well as the state of Oregon. Jonathan has a variety of experience in the financial industry, with a focus on investment management, financial planning, and consulting. Jonathan is dedicated to providing personalized financial advice and services to his clients.
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
MI
08/28/2017 - Present
LPL Financial LLC (TROY MI)
MI
01/31/2013 - 04/18/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MUSKEGON MI)
MA
05/03/2002 - 12/21/2002
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 03/07/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/03/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2013
Series 7 - General Securities Representative Examination
BC
Issued 05/02/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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