Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Benner is a financial advisor who has been in the industry since 2012. He is currently registered with LPL Financial LLC, which is headquartered in Fort Mill, South Carolina. Jonathan has a diverse set of credentials, including Series 6, 7, 63, and 65 licenses. He also holds the Securities Industry Essentials (SIE) designation. Jonathan's experience and expertise are evident in his extensive list of state and IA registrations. He has worked with individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans. Jonathan's client base is diverse, reflecting his commitment to providing comprehensive financial guidance.
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
MO
01/24/2023 - Present
LPL Financial LLC (ST LOUIS MO)
MO
02/08/2012 - 11/01/2012
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SAINT LOUIS MO)
IA
Issued 03/21/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2013
Series 7 - General Securities Representative Examination
BC
Issued 02/07/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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