Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Jonas is a financial professional with over 10 years of experience in the industry. Currently, Charles Jonas is registered with Invesco Distributors, Inc., a firm with an active broker-dealer license. Charles Jonas also holds the Series 7, Series 66 and SIE licenses and is registered in 53 states as well as Puerto Rico and the Virgin Islands. Prior to joining Invesco Distributors, Inc., Charles Jonas was employed by OppenheimerFunds Distributor, Inc., Buckman, Buckman & Reid, Inc., and Andrew Garrett Inc.
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.
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.
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2
NY
05/25/2019 - Present
Invesco Distributors, Inc. (NEW YORK NY)
NY
01/05/2012 - 05/25/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NY
03/05/2010 - 11/04/2011
BUCKMAN, BUCKMAN & REID, INC. (NEW YORK NY)
NY
10/12/2009 - 02/02/2010
ANDREW GARRETT INC. (NEW YORK NY)
BOTH
Issued 12/08/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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