Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonah? Claim Your ProfileJonah Benjamin Weisel is an investment professional registered with Raymond James & Associates, Inc.. Jonah Benjamin Weisel has been in the industry since October 19, 2015. They have experience with FINANCO SECURITIES, LLC, LAZARD MIDDLE MARKET LLC, and Needham & Company, LLC. Jonah Benjamin Weisel holds the Series 63, Series 7, Series 79, and SIE licenses. Jonah Benjamin Weisel is registered with the state of New York.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
03/30/2021 - Present
Raymond James & Associates, Inc. (ATLANTA GA)
NY
11/08/2019 - 05/06/2021
FINANCO SECURITIES, LLC (NEW YORK NY)
NY
10/18/2017 - 10/09/2019
LAZARD MIDDLE MARKET LLC (NEW YORK NY)
NY
08/18/2015 - 09/13/2017
NEEDHAM & COMPANY, LLC (NEW YORK NY)
BC
Issued 10/15/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2015
Series 7 - General Securities Representative Examination
BC
Issued 08/18/2015
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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