Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Karp is a financial advisor registered with LPL Financial LLC and holds Series 63, SIE and Series 7 licenses. Jonathan has been working in the financial services industry since February 8, 2018 and has been registered with LPL Financial LLC since February 9, 2018. Jonathan is registered in 14 states, including Arizona, California, Florida, Georgia, Louisiana, Maryland, Minnesota, New Hampshire, New York, North Dakota, Ohio, Pennsylvania, South Carolina and Virginia. Jonathan is a financial advisor who is committed to helping individuals and families achieve their financial goals. Jonathan provides a wide range of financial services, including financial planning, portfolio management, and retirement planning. Jonathan is a registered representative of LPL Financial LLC and an investment advisor representative of LPL Financial LLC.
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
FL
02/09/2018 - Present
LPL Financial LLC (BOCA RATON FL)
BC
Issued 04/30/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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