Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Lipsey is a financial professional with a diverse background in the financial industry. Jonathan holds the Series 7TO and SIE licenses, and is currently registered with Robinhood Financial, LLC. Jonathan is a dedicated and experienced individual with a strong commitment to serving clients. Jonathan's expertise includes providing investment advice and guidance to clients, helping them to achieve their financial goals.
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.
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.
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TX
03/22/2024 - Present
Robinhood Financial, LLC (Westlake TX)
TX
02/21/2023 - 11/22/2023
VANGUARD MARKETING CORPORATION (Plano TX)
BC
Issued 03/10/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/16/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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