Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonie? Claim Your ProfileJonie Parks is a financial advisor with over 25 years of experience in the industry. Jonie has been with Modera Wealth Management, LLC since 2018, and previously worked with Matrix Wealth Advisors, Inc. and Financial Network Investment Corporation. Jonie is a Certified Financial Planner and holds Series 7 and Series 63 licenses.
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.
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.
A percentage of the total value of assets under management is charged.
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NC
07/02/2018 - Present
Modera Wealth Management, LLC (CHARLOTTE NC)
CA
08/08/1994 - 10/10/1996
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NY
10/23/1992 - 02/02/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 11/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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