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 Marzano is a financial advisor with over 20 years of experience in the financial services industry. He is currently registered as a Registered Representative and Investment Advisor Representative with Independent Advisor Alliance, LLC. Jonathan has experience with investment advisory services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for businesses and individuals. Jonathan is also a Registered Representative with LPL Financial LLC. His firm's total regulatory assets under management are over $12 billion.
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.
A percentage of the total value of assets under management is charged.
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2
NC
01/11/2018 - Present
Independent Advisor Alliance, LLC (CLEMMONS NC)
NC
07/22/2005 - 05/27/2015
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CLEMMONS NC)
MO
10/30/2000 - 07/27/2005
EDWARD JONES (ST. LOUIS MO)
IA
Issued 08/03/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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