Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Mistofsky is a registered representative with Lincoln Investment and is also an Investment Advisor Representative with Capital Analysts and Beacon Financial Advisory LLC. Jonathan's professional experience spans several years in the financial services industry. Jonathan has a background in providing investment advice to individuals and businesses, offering financial planning, and portfolio management services. Jonathan also provides life insurance to clients as part of their financial plan. Jonathan has passed the Series 7TO, Series 6, and SIE exams.
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.
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.
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
OH
08/18/2016 - Present
Lincoln Investment (Twinsburg OH)
OH
09/12/2014 - 08/26/2016
STERNE AGEE FINANCIAL SERVICES, INC. (TWINSBURG OH)
OH
01/08/2014 - 09/12/2014
WRP INVESTMENTS, INC. (TWINSBURG OH)
BC
Issued 09/16/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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