Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Delp is a financial advisor with over 16 years of experience in the industry. Jonathan is currently registered with LPL Financial LLC in Hunt Valley, Maryland. He is also registered with the following states: Alaska, Delaware, Florida, Maryland, Pennsylvania, South Carolina, and West Virginia. Jonathan has previously worked with CUNA Brokerage Services, Inc., Wells Fargo Clearing Services, LLC and NYLIFE Securities LLC. Jonathan holds the Series 6, 7, 63, and 66 licenses. He specializes in financial planning, portfolio management, and retirement planning.
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
MD
05/18/2022 - Present
LPL Financial LLC (HUNT VALLEY MD)
MD
01/02/2020 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Hunt Valley MD)
MD
07/15/2013 - 10/08/2019
WELLS FARGO CLEARING SERVICES, LLC (WESTMINSTER MD)
MD
11/10/2005 - 06/18/2013
NYLIFE SECURITIES LLC (TIMONIUM MD)
BOTH
Issued 09/02/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/09/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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