Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Lagerstedt is a financial advisor with over 20 years of experience in the industry. Jonathan is currently registered with Allspring Funds Management, LLC in Massachusetts. Prior to this, Jonathan worked at Evergreen Investment Services, Inc., Guardian Investor Services LLC, and Scudder Distributors, Inc.. Jonathan holds Series 6, 7, 24, 26, 63, and 65 licenses. Jonathan is a Registered Representative for the State of Massachusetts. Jonathan specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
01/30/2017 - Present
Allspring Funds Management, LLC (Boston MA)
NC
05/02/2008 - 01/04/2010
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NY
10/30/2002 - 04/18/2008
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
IL
12/21/2001 - 06/17/2002
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
IA
Issued 11/02/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/26/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2003
Series 7 - General Securities Representative Examination
BC
Issued 06/27/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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