Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Savorgiannakis is a financial advisor with Beacon Pointe Advisors, LLC. He is licensed to provide investment advice in New Jersey and New York. Jonathan has a strong background in the financial services industry and has been a Certified Financial Planner™ for several years. He has experience providing financial advice to individuals, corporations, and non-profit organizations. He has a deep understanding of financial planning and investment management strategies. Jonathan can help individuals, families, and organizations achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Consulting 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.
A percentage of the total value of assets under management is charged.
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NJ
04/29/2021 - Present
Beacon Pointe Advisors, LLC (Summit NJ)
NJ
07/15/2019 - 01/19/2021
EQUITABLE ADVISORS, LLC (MORRISTOWN NJ)
BOTH
Issued 09/16/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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