Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Wojciechowski is a financial advisor with Packerland Brokerage Services, Inc. Jonathan has been in the industry since 1998 and has a wide range of experience in the financial services industry. Jonathan holds both Series 63 and Series 65 licenses and also holds the Series 7 and Series 24 licenses. Jonathan previously worked at several other firms including Edward Jones and First Wall Street Corp. Jonathan has experience working with a variety of client types, including individuals, families, businesses, and retirement plans. Jonathan is committed to providing his clients with personalized financial advice and guidance.
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.
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
WI
01/19/2024 - Present
Packerland Brokerage Services, Inc. (Oconomowoc WI)
WI
07/26/2004 - 12/31/2005
FIRST WALL STREET CORP. (OCONOMOWOC WI)
MO
03/07/2000 - 07/28/2004
EDWARD JONES (ST. LOUIS MO)
WI
06/22/1999 - 12/06/1999
LIBERTY INVESTMENT COUNSEL, LTD. (ELM GROVE WI)
NY
01/09/1997 - 03/05/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 01/29/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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