Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Savona is a financial advisor with LPL Financial LLC. He is licensed in 25 states, including California, Texas, and New York, and has been in the financial services industry since 2007. Jonathan has a Series 7 and Series 66 license, as well as the SIE exam. He specializes in providing financial planning, portfolio management, and consulting services to individuals and families. Jonathan's previous experience includes working at Lucia Securities, LLC and First Allied Securities, Inc.
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
CA
09/01/2020 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
09/09/2011 - 10/05/2020
LUCIA SECURITIES, LLC (SAN DIEGO CA)
CA
11/14/2007 - 12/05/2011
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
03/15/2007 - 11/15/2007
SECURITIES AMERICA, INC. (SAN DIEGO CA)
BOTH
Issued 05/07/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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