Jonathan Wasey

Experience

1. Financial Advisor

   LPL Financial

   Apr 2021 — Present

   Investment management and financial planning. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Insurance products are offered through LPL or its licensed affiliates. SECU and SECU Financial Partners are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SECU Financial Partners, and may also be employees of SECU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SECU or SECU Financial Partners. Securities and insurance offered through LPL or its affiliates are: • Not Insured by NCUA or Any Other Government Agency • Not Credit Union Guaranteed • Not Credit Union Deposits or Obligations • May Lose Value Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Skills

• Wealth Management
• Certified Financial Planner
• Series 7
• Investments
• Estate Planning
• Strategic Financial Planning
• Portfolio Management
• Retirement Planning