Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lonnie? Claim Your ProfileLonnie James Salimone is a registered investment advisor with Edward Jones, specializing in financial planning, pension consulting and the selection of other advisors. Lonnie has been in the financial industry since 2003 and has been with Edward Jones since 2024. Prior to joining Edward Jones, Lonnie worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and AXA Advisors, LLC. Lonnie has a broad range of experience and is dedicated to providing clients with personalized financial advice.
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
FL
06/21/2024 - Present
Edward Jones (LONGWOOD FL)
FL
03/09/2020 - 06/24/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ORLANDO FL)
FL
11/23/2019 - 02/25/2020
AXA ADVISORS, LLC (ORLANDO FL)
FL
08/22/2007 - 11/07/2007
AXA ADVISORS, LLC (TALLAHASSEE FL)
NY
02/18/2004 - 09/07/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MO
08/28/2003 - 01/13/2004
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 12/02/2020
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/02/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/15/2019
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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