Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Rossi is a financial advisor with LPL Financial LLC. Jonathan has been in the financial services industry for 11 years. Jonathan has passed the Series 66, Series 7TO, and SIE exams and holds a Series 66 registration in the state of Hawaii. Jonathan is registered as both a broker-dealer and an investment advisor in the state of Hawaii. Jonathan works out of the Honolulu, HI branch office. Jonathan specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Jonathan also provides educational seminars for 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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HI
06/15/2022 - Present
LPL Financial LLC (HONOLULU HI)
BOTH
Issued 06/13/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/27/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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