Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Rodgers Luptak is a financial professional with over 7 years of experience in the industry. He is currently registered with Hamilton Lane Securities LLC in Pennsylvania. Jonathan holds the Series 63, Series 7, Series 79 and SIE licenses. Prior to joining Hamilton Lane Securities LLC, Jonathan was employed by TD Securities (USA) LLC in New York.
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.
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.
1
2
PA
03/27/2019 - Present
Hamilton Lane Securities LLC (CONSHOHOCKEN PA)
NY
10/20/2014 - 07/12/2017
TD SECURITIES (USA) LLC (NEW YORK NY)
BC
Issued 01/22/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2014
Series 7 - General Securities Representative Examination
BC
Issued 10/20/2014
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Jonathan Luptak is the right advisor for you? Invested Better is here to help.
