Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Marquardt is a financial advisor with over 35 years of experience in the industry. Jonathan is currently a registered representative with Osaic Wealth, Inc. Prior to joining Osaic Wealth, Inc. Jonathan was with Securities America, Inc. Jonathan is dedicated to helping clients achieve their financial goals. Jonathan specializes in financial planning, portfolio management, and retirement 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.
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.
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2
FL
06/14/2024 - Present
Osaic Wealth, Inc. (MIAMI LAKES FL)
FL
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (MIAMI LAKES FL)
FL
12/19/2007 - 07/17/2020
INVESTACORP, INC. (MIAMI LAKES FL)
FL
07/18/2007 - 12/19/2007
MULTI-FINANCIAL SECURITIES CORPORATION (MIAMI LAKES FL)
FL
10/05/1999 - 07/18/2007
LEGACY FINANCIAL SERVICES, INC. (MIAMI LAKES FL)
CA
02/03/1997 - 04/29/1999
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
MA
04/18/1988 - 10/28/1996
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/18/1988 - 10/28/1996
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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