Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Marvin is a financial advisor with over 20 years of experience in the industry. Jonathan currently works at Cambridge Investment Research Advisors, Inc. in Concord, NH. Previously, Jonathan worked at Lincoln Financial Securities Corporation in Concord, NH. Jonathan holds the Series 6, 7, 24, 26, and 63 licenses as well as the SIE designation. Jonathan specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, and businesses. Jonathan is a Chartered Financial Consultant and is also a board member at YMCA Camp Coniston and a trustee of the Town of Bow trust funds.
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.
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.
Solicitation fees from 3rd party money managers
1
2
NH
11/21/2017 - Present
Cambridge Investment Research Advisors, Inc. (Concord NH)
NH
05/24/2004 - 12/08/2017
LINCOLN FINANCIAL SECURITIES CORPORATION (CONCORD NH)
NH
07/30/1998 - 12/21/2009
CHARTER NEW ENGLAND AGENCY, INC. (CONCORD NH)
CT
11/12/1997 - 06/18/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
IN
01/20/1996 - 10/21/1997
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
CT
09/09/1994 - 12/31/1995
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
BC
Issued 12/01/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2000
Series 24 - General Securities Principal Examination
BC
Issued 06/05/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/08/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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