Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Steven Chubak is a financial advisor registered with LPL Financial LLC. Jonathan has been in the industry since 2005 and is licensed to provide financial advice in Arizona, California, Connecticut, Florida, New Jersey, New York, Pennsylvania, Puerto Rico, Texas, and Virginia. Jonathan has a combined experience at Citigroup Global Markets Inc., Ameriprise Financial Services, Inc., Morgan Stanley, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jonathan holds Series 7, 31, and 66 licenses and the SIE exam. Jonathan's primary office is located in Woodmere, NY, and is part of the Broadway Advisors DBA.
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
NY
03/27/2024 - Present
LPL Financial LLC (WOODMERE NY)
NY
09/10/2014 - 04/02/2024
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
10/02/2013 - 09/29/2014
AMERIPRISE FINANCIAL SERVICES, INC. (MELVILLE NY)
NY
06/01/2009 - 10/03/2013
MORGAN STANLEY (NEW YORK NY)
NY
01/28/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
01/03/2006 - 01/29/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
05/26/2005 - 01/04/2006
MORGAN STANLEY DW INC. (NEW YORK NY)
BOTH
Issued 06/16/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 05/25/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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