Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Schultz is a financial advisor at LPL Financial LLC with over 20 years of experience in the industry. Jonathan has worked with a wide range of clients, including individuals, families, businesses, and retirement plans. Jonathan is committed to providing personalized financial advice to help 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
WI
02/14/2018 - Present
LPL Financial LLC (GREEN BAY WI)
WI
07/19/2013 - 02/14/2018
SII INVESTMENTS, INC. (GREEN BAY WI)
WI
11/14/2003 - 07/19/2013
PACKERLAND BROKERAGE SERVICES, INC. (GREEN BAY WI)
MA
08/12/1998 - 11/18/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/12/1998 - 11/18/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 06/24/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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