Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lonnie? Claim Your ProfileLonnie Tate is a financial advisor in Columbus, Indiana, with over 13 years of experience. Lonnie is a registered representative with Edward Jones and has a Series 7, Series 6, Series 63 and Series 65 licenses. Lonnie has been with Edward Jones since 2022. Prior to joining Edward Jones, Lonnie worked at PNC Investments and HSBC Securities.
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.
See schedule d - miscellaneous
1
2
IN
04/29/2022 - Present
Edward Jones (COLUMBUS IN)
IN
10/24/2013 - 05/05/2022
PNC INVESTMENTS (INDIANAPOLIS IN)
IN
07/20/2012 - 10/16/2013
PNC FUNDS DISTRIBUTOR, LLC (INDIANAPOLIS IN)
IN
01/27/2010 - 01/17/2012
PNC INVESTMENTS (NOBLESVILLE IN)
NY
12/08/2008 - 10/07/2009
HSBC SECURITIES (USA) INC. (TAPPAN NY)
IA
Issued 10/11/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2012
Series 7 - General Securities Representative Examination
BC
Issued 12/05/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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