Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathon? Claim Your ProfileJonathon Royval is a financial advisor at LPL Financial LLC, specializing in individual, business, and investment club portfolios. Jonathon holds a Series 66, Series 7TO and SIE licenses and has been in the industry since 2021. Jonathon previously worked for The ON Equity Sales Company in Colorado Springs. Jonathon's expertise includes providing consulting and other non-discretionary advisory services, financial planning, pension consulting, and educational seminars.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CO
09/04/2024 - Present
LPL Financial LLC (COLORADO SPRINGS CO)
CO
07/13/2021 - 11/03/2021
THE O.N. EQUITY SALES COMPANY (Colorado Springs CO)
BOTH
Issued 09/03/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/13/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/02/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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