Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Grams has been a financial professional since March 28, 2005. Jon is currently registered with Fidelity Brokerage Services LLC and is licensed in all 50 states and the District of Columbia. Prior to joining Fidelity Brokerage Services LLC, Jon was employed by FARMERS FINANCIAL SOLUTIONS, LLC and THRIVENT INVESTMENT MANAGEMENT INC. Jon holds the Series 7, Series 63, and SIE licenses. Jon's office is located in Smithfield, Rhode Island.
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
RI
08/06/2024 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
MN
07/15/2011 - 08/07/2024
FARMERS FINANCIAL SOLUTIONS, LLC (HASTINGS MN)
WI
03/17/2004 - 07/02/2010
THRIVENT INVESTMENT MANAGEMENT INC. (AMERY WI)
BC
Issued 04/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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