Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Patrick Mueller-schrader is a financial advisor at LPL Financial LLC. Jonathan has been in the financial industry since October 1995 and has been registered with LPL Financial LLC since March 2021. Previously, Jonathan was a financial advisor at BMO HARRIS FINANCIAL ADVISORS, INC. for nine years. Jonathan has a wide range of experience in the financial services industry and is committed to providing his clients with the highest quality of service.
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
AZ
01/29/2022 - Present
LPL Financial LLC (SUN CITY AZ)
AZ
08/01/2012 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (SUN CITY WEST AZ)
AZ
07/31/2001 - 08/01/2012
M&I FINANCIAL ADVISORS, INC (PEORIA AZ)
NY
07/15/1999 - 02/02/2001
FAHNESTOCK & CO. INC. (NEW YORK NY)
OR
10/10/1997 - 06/22/1999
BIDWELL & COMPANY (PORTLAND OR)
OR
09/03/1996 - 09/25/1997
CRABBE HUSON SECURITIES, INC. (PORTLAND OR)
WI
01/18/1995 - 07/19/1996
M&I BROKERAGE SERVICES, INC. (MILWAUKEE WI)
IA
Issued 10/04/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 01/17/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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