Unclaimed
Jonah Thomas Mooney is a financial advisor with over 10 years of experience in the financial services industry. Jonah is registered in Pennsylvania and is currently employed with American Fidelity Securities, Inc. Prior to joining American Fidelity Securities, Inc., Jonah worked with The Huntington Investment Company, Citizens Securities, Inc., Key Investment Services LLC, and PNC Investments. Jonah is a Series 7 and Series 63 licensed professional.
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
OK
11/07/2023 - Present
American Fidelity Securities, Inc. (OKLAHOMA CITY OK)
PA
08/08/2018 - 03/27/2023
THE HUNTINGTON INVESTMENT COMPANY (NEW BRIGHTON PA)
PA
04/23/2018 - 08/01/2018
CITIZENS SECURITIES, INC. (BEAVER PA)
PA
06/23/2017 - 04/16/2018
KEY INVESTMENT SERVICES LLC (CRANBERRY TOWNSHIP PA)
PA
09/05/2011 - 04/27/2017
PNC INVESTMENTS (PITTSBURGH PA)
IA
Issued 05/24/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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