Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Lovecchio is a financial advisor with over 40 years of experience in the industry. Jonathan is a registered representative of LPL Financial LLC and offers a range of financial services including investment advice, financial planning, and insurance products. Jonathan previously worked as a financial advisor with Cadaret, Grant & Co., Inc. for nearly 18 years before joining LPL Financial LLC in July 2023. Jonathan also has experience working with Mutual of Omaha Fund Management Company, Walnut Street Securities, Inc., and Nathan & Lewis Securities, Inc. Jonathan is a Series 6, Series 65, and SIE licensed advisor. Jonathan is committed to helping clients reach 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.
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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2
NY
08/01/2023 - Present
LPL Financial LLC (UTICA NY)
NY
05/31/2005 - 07/31/2023
CADARET, GRANT & CO., INC. (UTICA NY)
CA
08/01/2003 - 06/03/2005
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
09/16/1988 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NE
11/26/1980 - 08/03/1988
MUTUAL OF OMAHA FUND MANAGEMENT COMPANY (OMAHA NE)
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/1980
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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