Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonas? Claim Your ProfileJonas Zamora is a financial advisor with Dynamic Wealth Advisors. Jonas has been in the industry since 1992 and has a wide range of experience in both brokerage and investment advisory services. Jonas is registered in all 50 states and the District of Columbia. Jonas holds Series 7, 9, 10, 24, 31, 63, and 65 licenses, and is a Certified Financial Planner. Jonas specializes in working with individuals, corporations, and institutions.
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.
Personalized portfolio management to meet individual financial objectives.
Model portfolio adviser services for third party program
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.
A percentage of the total value of assets under management is charged.
Asset-based and flat fees for model portfolio adviser services
1
2
AZ
01/02/2025 - Present
Dynamic Wealth Advisors (PHOENIX AZ)
IL
10/04/2011 - 11/25/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NORTHBROOK IL)
AZ
03/11/2009 - 12/17/2010
COMMONWEALTH FINANCIAL NETWORK (CHANDLER AZ)
IL
06/22/2004 - 04/06/2005
ZACKS & COMPANY (CHICAGO IL)
NY
08/06/2003 - 05/28/2004
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
06/03/2002 - 08/26/2003
QUICK & REILLY, INC. (NEW YORK NY)
NY
10/12/1998 - 06/03/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
IL
09/08/1992 - 10/14/1998
JOHN DAWSON & ASSOCIATES, INC. (CHICAGO IL)
CO
10/10/1991 - 09/02/1992
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BC
Issued 03/16/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/12/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/07/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/13/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2009
Series 7 - General Securities Representative Examination
BC
Issued 01/05/1999
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jonas Zamora is the right advisor for you? Invested Better is here to help.
