Unclaimed
Jonathan Likavec is a financial advisor with over 20 years of experience in the industry. Jonathan is currently registered with J.P. Morgan Institutional Investments Inc. and holds the Series 3, Series 7, and Series 66 licenses. Jonathan has previously worked at Citigroup Global Markets Inc. 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
OH
11/30/2005 - Present
J.p. Morgan Institutional Investments Inc. (COLUMBUS OH)
NY
10/29/2004 - 04/26/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 11/15/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2016
Series 3 - National Commodity Futures Examination
BC
Issued 10/28/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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