Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Howard? Claim Your ProfileHoward Jonas is a financial professional with over two decades of experience in the industry. Jonas has a broad range of experience, having worked with firms such as Securities America, Inc., P.J. Robb Variable, LLC, GWN Securities Inc., and Transamerica Financial Advisors, Inc. Jonas is currently registered with Osaic Wealth, Inc. and specializes in a variety of financial services including financial planning, pension consulting, and portfolio management.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
AL
06/14/2024 - Present
Osaic Wealth, Inc. (Birmingham AL)
AL
01/30/2024 - 06/14/2024
SECURITIES AMERICA, INC. (Birmingham AL)
PA
01/25/2013 - 10/16/2023
P.J. ROBB VARIABLE, LLC (HARRISBURG PA)
FL
07/28/2010 - 10/05/2010
GWN SECURITIES INC. (TRINITY FL)
FL
01/19/2010 - 05/26/2010
TRANSAMERICA FINANCIAL ADVISORS, INC (TRINITY FL)
FL
06/02/2009 - 11/30/2009
ALLSTATE FINANCIAL SERVICES, LLC (TARPON SPRINGS FL)
FL
02/06/2009 - 04/27/2009
INTERSECURITIES, INC. (ST. PETERSBURG FL)
MA
03/29/2006 - 02/20/2007
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
MA
02/15/2002 - 03/13/2006
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
NY
01/08/2001 - 08/15/2001
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 01/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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