Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan James Marshall is a financial advisor who has been in the industry since 2003. Jonathan currently works at Spectrum Investment Advisors, Inc., where Jonathan has been registered as an investment advisor representative since 2004. Jonathan holds a Series 6, 7, 63, and 65 licenses. Previously, Jonathan has worked at LPL Financial LLC and H. Beck, Inc.. Jonathan also has a professional designation. Jonathan specializes in offering investment advice for individuals and pension plans.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advice on matters not involving securities.
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.
A percentage of the total value of assets under management is charged.
By plan participant flat fees
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2
WI
07/08/2004 - Present
Spectrum Investment Advisors, Inc. (MEQUON WI)
WI
03/31/2011 - 10/15/2015
LPL FINANCIAL LLC (MEQUON WI)
WI
12/19/2003 - 04/25/2011
H. BECK, INC. (MEQUON WI)
IA
Issued 03/12/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2015
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2004
Series 7 - General Securities Representative Examination
BC
Issued 12/18/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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