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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Johnathon? Claim Your ProfileJohnathon Tang is a registered investment advisor representative with Fidelity Personal and Workplace Advisors. Johnathon has been in the securities industry since March 2019 and is licensed to offer securities and investment advice in Arizona, California, Florida, Georgia, Hawaii, Idaho, Massachusetts, Michigan, Nevada, New York, North Carolina, Oregon, Pennsylvania, Texas, Utah, Virginia, and Wisconsin. Previously, Johnathon was associated with Columbia Management Investment Distributors, Inc. and Eaton Vance Distributors, Inc.. Johnathon has a Series 7TO, SIE, and Series 66 license and has a FINRA approved license. Johnathon's primary business focus is on providing financial planning services, educational seminars, and selection of other advisors to both individuals and businesses.
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.
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.
1
2
CA
07/24/2023 - Present
Fidelity Personal AND Workplace Advisors (SAN DIEGO CA)
MA
08/06/2019 - 06/23/2022
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)
MA
01/14/2019 - 07/17/2019
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
BOTH
Issued 03/16/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/19/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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