Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan M. Dewar is a financial advisor at LPL Financial LLC with a branch office in Raleigh, North Carolina. Jonathan has been a registered representative since June 2002 and holds multiple licenses, including Series 7, Series 63, Series 66, and Series 24. Jonathan has also been a Registered Investment Advisor since May 2007. Jonathan has a strong track record of success in the financial services industry and is committed to providing personalized financial advice and investment management services to clients. Jonathan offers a variety of services, including financial planning, portfolio management, and insurance planning. Jonathan has a passion for helping clients achieve their financial goals and believes in building strong, long-term relationships.
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
NC
04/23/2020 - Present
LPL Financial LLC (RALEIGH NC)
NC
01/20/2004 - 05/16/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (RALEIGH NC)
VA
06/24/2002 - 12/31/2003
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
BOTH
Issued 11/25/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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