Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonas? Claim Your ProfileJonas Bieliauskas is an Investment Advisor Representative with Stifel, Nicolaus & Company, Inc. Jonas has been in the financial services industry since March 30, 2016. Jonas is registered with the Securities and Exchange Commission as an investment adviser representative and is licensed in 26 states. Jonas holds the Series 66, Series 10, Series 9, SIE, and Series 7 licenses. Jonas has experience working at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors, LLC. Jonas is a member of the finance committee for Cancer Support Community Montana. Jonas is also a registered investment advisor representative in Montana and Texas.
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.
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
MT
10/13/2023 - Present
Stifel, Nicolaus & Company, Inc. (BOZEMAN MT)
IL
03/31/2016 - 10/18/2023
WELLS FARGO CLEARING SERVICES, LLC (CHICAGO IL)
BOTH
Issued 04/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/06/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/21/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2016
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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