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 Wasey is a financial advisor with LPL Financial LLC. Jonathan has been in the financial industry since 1996. Jonathan has a Series 7, Series 63, and Series 65 licenses. Jonathan has been registered with LPL Financial LLC since 2021, and has also been registered with Truist Investment Services, Inc., BB&T Securities, LLC, BB&T Investment Services, Inc., SunTrust Investment Services, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Jonathan is a Certified Financial Planner. Jonathan is registered in Arizona, California, Delaware, District of Columbia, Florida, Georgia, Maine, Maryland, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, Virginia, Washington, and West Virginia. Jonathan's other business interests include SECU Financial Partners, a DBA for LPL business, and Real Estate Rental. Jonathan has a variety of experience working with different types of clients. Jonathan has a specialization in several areas, including asset allocation, portfolio management, retirement planning, investment planning, and estate planning.
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
MD
11/04/2021 - Present
LPL Financial LLC (SALISBURY MD)
MD
02/17/2021 - 04/29/2021
TRUIST INVESTMENT SERVICES, INC. (GERMANTOWN MD)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
MD
06/13/2011 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (GERMANTOWN MD)
DC
01/18/2002 - 05/19/2011
SUNTRUST INVESTMENT SERVICES, INC. (WASHINGTON DC)
MN
09/19/1996 - 01/14/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/19/1996 - 01/14/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 10/03/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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