Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Giordani is a financial advisor at Wealth Enhancement Advisory Services, LLC. Jonathan has been in the financial industry since 2001 and has held previous positions at firms such as Triad Advisors LLC and Lincoln Financial Advisors Corporation. Jonathan is registered in multiple states and holds the Series 63, Series 7, and SIE licenses. He is also a Chartered Financial Analyst. Jonathan provides financial planning, portfolio management, and other advisory services to individuals, businesses, and retirement plans. He is passionate about helping clients 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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MD
07/26/2019 - Present
Wealth Enhancement Advisory Services, LLC (FULTON MD)
MD
11/01/2010 - 07/23/2019
TRIAD ADVISORS LLC (Fulton MD)
MD
01/11/2006 - 11/05/2010
LINCOLN FINANCIAL ADVISORS CORPORATION (MAPLE LAWN MD)
MD
01/11/2006 - 05/01/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (COLUMBIA MD)
TX
08/01/2003 - 07/27/2005
STANFORD GROUP COMPANY (HOUSTON TX)
NY
09/25/2000 - 04/29/2003
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
BC
Issued 02/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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