Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Lipchin is a financial advisor with over 30 years of experience in the financial services industry. Jonathan is currently registered with Cetera Investment Advisers LLC in Maryland and Texas. Prior to that, Jonathan worked at Founders Financial Securities LLC, First Allied Securities, Inc., FFP Securities, Inc., AIG Financial Advisors, Inc., SunAmerica Securities, Inc., Legg Mason Wood Walker, Incorporated, and Olde Discount Corporation. Jonathan specializes in financial planning, portfolio management, and pension consulting. He is also registered as a Registered Principal with FINRA and is a Series 65 and Series 63 exam holder. Jonathan is passionate about helping individuals and families achieve 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.
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
MD
03/21/2024 - Present
Cetera Investment Advisers LLC (BALTIMORE MD)
MD
06/05/2009 - 08/11/2017
FOUNDERS FINANCIAL SECURITIES LLC (ELLICOTT CITY MD)
MD
05/30/2008 - 06/03/2009
FIRST ALLIED SECURITIES, INC. (ELLICOTT CITY MD)
MD
05/05/2006 - 05/30/2008
FFP SECURITIES, INC. (ELLICOTT CITY MD)
MD
10/31/2005 - 05/16/2006
AIG FINANCIAL ADVISORS, INC. (ELLICOTT CITY MD)
AZ
01/20/2000 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MD
01/13/1997 - 01/24/2000
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MI
05/12/1993 - 01/23/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 10/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/21/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 6/9/2003
Series 24 - General Securities Principal Examination
BC
Issued 8/12/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/11/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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