Unclaimed
Jonathan Pochop is a financial advisor who has been in the industry since November 4, 1991. Jonathan is registered with Ameriprise Financial Services, LLC and has been with the firm since March 2020. Jonathan has several registrations including a Series 7, Series 63, and Series 65 license. Jonathan has a wide range of experience and specializes in providing a variety of financial services. Jonathan is also a board member for Pochop. Jonathan offers financial planning, asset allocation services, and portfolio management for individuals and businesses.
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.
Asset allocation 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.
1
2
SD
07/26/2011 - Present
Ameriprise Financial Services, LLC (Spearfish SD)
MN
09/28/1993 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
11/05/1991 - 10/06/1993
OFFERMAN & COMPANY (MINNEAPOLIS MN)
IA
Issued 08/26/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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