Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Paul Pipho is a financial advisor with Principal Securities, Inc. He has over 20 years of experience in the financial services industry. Jonathan has a wide range of experience, including working with individuals, families, and businesses. He holds several licenses, including Series 7, Series 6, and Series 66, as well as the SIE exam. He is registered to conduct business in Arizona, Iowa, Minnesota, Oregon, and Wisconsin. Jonathan is also an agent for Principal Life Insurance Company, offering various insurance products.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
01/22/2020 - Present
Principal Securities, Inc. (DECORAH IA)
IA
11/02/2018 - 12/31/2019
ROYAL ALLIANCE ASSOCIATES, INC. (DECORAH IA)
IA
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (DECORAH IA)
IA
11/20/2012 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (DECORAH IA)
IA
02/01/2011 - 11/20/2012
FINANCIAL NETWORK INVESTMENT CORPORATION (DECORAH IA)
IA
07/01/2002 - 12/31/2010
THRIVENT INVESTMENT MANAGEMENT INC. (DECORAH IA)
MN
08/06/1997 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BOTH
Issued 05/21/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2003
Series 7 - General Securities Representative Examination
BC
Issued 08/01/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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