Verified
Jonathan Walter Szostek is a financial advisor with over 16 years of experience. Jonathan Walter Szostek is a registered representative with FINRA and is licensed to provide investment advice in 35 states and Washington, D.C. Jonathan Walter Szostek is a Certified Financial Planner and is currently affiliated with Scarborough Capital Management. Jonathan Walter Szostek has previously been affiliated with SII Investments, Inc. and Royal Alliance Associates, Inc. Jonathan Walter Szostek specializes in providing financial planning and investment management services to individuals and families. Jonathan Walter Szostek's clients have a wide range of investment goals, including retirement planning, college savings, and estate planning.
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.
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.
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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2
MD
01/07/2024 - Present
Scarborough Capital Management (ANNAPOLIS MD)
MD
12/19/2008 - 12/31/2017
SII INVESTMENTS, INC. (ANNAPOLIS MD)
AZ
04/04/2007 - 12/23/2008
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BOTH
Issued 10/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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