Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonah? Claim Your ProfileJonah Rosenberg is a financial advisor associated with Siebert Williams Shank & CO., LLC. Jonah is registered with the state of Texas. Jonah holds the Series 50, 52TO, SIE and Series 63 licenses. Jonah has been working in the financial services industry since October 2021. Jonah has been registered with UBS Financial Services Inc. previously.
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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TX
04/12/2023 - Present
Siebert Williams Shank & CO., LLC (Austin TX)
NJ
10/22/2021 - 04/18/2023
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BC
Issued 12/03/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/2021
Series 52TO - Municipal Securities Representative Examination
BC
Issued 09/03/2021
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2020
Series 50 - Municipal Advisor Representative Qualification Exam
Active
Inactive
F
FINRA
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