Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Fiorito is a financial advisor who has been in the industry since March 2006. Jonathan is currently registered with LPL Financial LLC and has been with the firm since May 2022. Before that, Jonathan was registered with CUNA BROKERAGE SERVICES, INC. and AXA ADVISORS, LLC. Jonathan holds Series 7 and Series 66 securities licenses and the SIE. Jonathan specializes in working with a variety of client types, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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
05/18/2022 - Present
LPL Financial LLC (Burlington WI)
WI
06/14/2019 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Kenosha WI)
WI
01/26/2011 - 06/10/2019
AXA ADVISORS, LLC (MILWAUKEE WI)
WI
08/19/2009 - 01/03/2011
CHASE INVESTMENT SERVICES CORP. (KENOSHA WI)
MA
04/23/2007 - 08/19/2009
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/23/2007 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IL
02/20/2006 - 04/25/2007
MONEY CONCEPTS CAPITAL CORP (LIBERTYVILLE IL)
BOTH
Issued 06/01/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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