Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Lore is a financial advisor who is currently registered with Empower Advisory Group, LLC. Jonathan has been in the industry since June 2008 and is currently working out of Greenwood Village, Colorado. Jonathan is a Series 66, Series 7 and SIE licensed financial advisor. Previously, Jonathan worked with UBS Financial Services Inc., in Los Angeles, California. Jonathan's professional background allows them to provide a wide range of services to clients, including financial planning and portfolio management.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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CO
04/03/2023 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
CA
06/04/2008 - 11/10/2014
UBS FINANCIAL SERVICES INC. (LOS ANGELES CA)
BOTH
Issued 10/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/2014
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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