Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Wayne Scharmer is a financial advisor who is registered with Principal Securities, Inc. Jonathan has been in the industry since May 21, 2013. Jonathan is licensed to offer securities products and services in the state of Minnesota. Jonathan holds the Series 6, Series 63, Series 6TO, and SIE licenses. Jonathan's experience includes working with individual clients as well as corporations, charitable organizations, and pension and profit-sharing plans. Jonathan specializes in providing financial planning, portfolio management, and pension consulting services.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
MN
11/20/2020 - Present
Principal Securities, Inc. (MINNEAPOLIS MN)
MN
02/02/1999 - 08/02/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
02/02/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 01/17/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/19/2020
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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