Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Michael Koperniak is a financial advisor who has been in the industry since October 2007. Jonathan is a registered representative with Cambridge Investment Research Advisors, Inc., and is licensed to offer financial advice in Maine and Texas. Prior to joining Cambridge, Jonathan worked at COMMONWEALTH FINANCIAL NETWORK and AXA ADVISORS, LLC. Jonathan holds Series 7, Series 63, and Series 66 licenses. Jonathan has experience working with high net worth individuals, individuals other than high net worth, pension and profit-sharing plans, state or municipal government entities, and charitable organizations. Jonathan specializes in financial planning, portfolio management for businesses and individuals, and pension consulting.
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.
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.
Solicitation fees from 3rd party money managers
1
2
ME
01/04/2016 - Present
Cambridge Investment Research Advisors, Inc. (Portland ME)
MA
03/27/2008 - 09/29/2015
COMMONWEALTH FINANCIAL NETWORK (Westborough MA)
MA
08/16/2007 - 02/08/2008
AXA ADVISORS, LLC (WELLESLEY MA)
BOTH
Issued 01/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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