Jonathan Donatelli
Senior Financial Representative, Principal Securities Registered Representative,Financial Advisor
- Role
- Financial Advisor at Principal Financial Group
- Location
- Buffalo, NY, US
- LinkedIn followers
- 500 followers
Experience
Financial Advisor
Aug 2003 — Present
Insurance products issued by Principal National Life Insurance Co.(except in NY), Principal Life Insurance Co, and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc, Member SIPC. Principal National, Principal Life, the Preferred Product Network and Principal Securities are members of the Principal Financial Group®, Des Moines, IA 50392. Jonathan Donatelli, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor.Jonathan Donatelli is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or services in any state which the registered representative is not properly licensed.AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework. The AIF Designation does not mean the holder is acting in a fiduciary capacity.Certified Financial Planner Board of Standards, Inc.(CFP Board) owns the certification marks CFP® and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Education
State University of New York College at Geneseo
BA
1998 — 2002
The American College
Chartered Life Underwriter CLU ®
2006 — 2012
Skills
- Asset Management
- Business Continuity
- Sep Ira
- Series 63
- Long Term Care Insurance
- Series 6
- Insurance
- Financial Analysis
- Investments
- Sales Management
- Iras
- Disability Income Insurance
- Sales
- Estate Planning
- Retirement
- Strategic Financial Planning
- 401k
- Financial Needs Analysis
- Wealth Management
- Uniform Combined State Law
- Retirement Planning
- College Funding Strategies
- Roth Ira
- Simple Ira
- Fixed Annuities
- 403 B
- Buy-Sell Agreements
- Term Life Insurance
- Asset Allocation
- Mutual Funds
- Business Overhead Expense
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