Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jovan? Claim Your ProfileJovan Jontelle Rashford is an Investment Advisor Representative with Edelman Financial Engines in Uniondale, NY. Jovan has been in the industry for over 10 years and has experience with a variety of firms including LPL Financial LLC, Allstate Financial Services, LLC, NYLIFE Securities LLC, and Allianz Global Investors Distributors LLC. Jovan holds Series 63, 65, 66 and SIE licenses and specializes in financial planning, retirement planning, and investment management.
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.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
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2
NY
04/12/2024 - Present
Edelman Financial Engines (UNIONDALE NY)
NY
08/22/2017 - 08/30/2018
LPL FINANCIAL LLC (LITTLE NECK NY)
NY
12/07/2016 - 08/15/2017
ALLSTATE FINANCIAL SERVICES, LLC (New Hyde Park NY)
NY
03/03/2016 - 11/03/2016
NYLIFE SECURITIES LLC (JERICHO NY)
NY
06/13/2008 - 11/03/2010
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)
IA
Issued 01/31/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/2016
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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