Unclaimed
Jonah Silberstein is a financial professional with experience in the securities industry. Jonah is currently registered with Fidelity Brokerage Services LLC. Previously, Jonah was registered with CHARLES SCHWAB & CO., INC.. Jonah has passed the Series 63, Series 7TO, and SIE exams.
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.
1
2
CO
01/23/2023 - Present
Fidelity Brokerage Services LLC (GREENWOOD VILLAGE CO)
CO
06/16/2021 - 05/04/2022
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
BC
Issued 07/15/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/20/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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