Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Peter Dekker is a financial advisor with over 10 years of experience in the industry. Jonathan is currently registered with LPL Financial LLC, a large national brokerage firm. Prior to joining LPL Financial LLC, Jonathan was a financial advisor with CUNA Brokerage Services, Inc. and Cetera Investment Services LLC. Jonathan holds the Series 66, Series 7 and SIE licenses. Jonathan's specializations include providing financial planning, investment advisory services, and portfolio management for individuals and businesses. Jonathan is also a registered investment advisor in Michigan.
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
MI
05/18/2022 - Present
LPL Financial LLC (BAY CITY MI)
MI
06/07/2016 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (SAGINAW MI)
MI
04/04/2014 - 05/12/2016
CETERA INVESTMENT SERVICES LLC (ST. LOUIS MI)
MI
03/04/2013 - 03/28/2014
WELLS FARGO ADVISORS, LLC (BAY CITY MI)
BOTH
Issued 05/03/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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