Jonathan  Szostek,  CFP<sup>&reg;</sup> - Financial Advisor

Jonathan Szostek, CFP®

Scarborough Capital Management

1906 Town Centre Blvd., Ste 260
Annapolis, MD 21401
(410) 573-5700 CONNECT WITH Jonathan
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General

Jonathan Szostek is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Scarborough Capital Management in Annapolis, MD and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Chartered Retirement Planning Counselor (CRPC®), Retirement Income Certified Professional® (RICP®)

Insurance Licenses

  • Life insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Securities offered through SII Investments, Inc. (SII), Member FINRA, SIPC. Advisory Services offered through Scarborough Capital Management (SCM), a Registered Investment Advisor. SII & SCM are separate companies. Please consult with your representative to confirm on which company’s behalf services are being provided.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Investment Management, Employee Benefits, Government & Military, Insurance, Retirement, Long-term Care

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Helpful Financial Planning Resources