Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Stoft is a financial advisor who has been in the industry since 2009. Jonathan is currently registered with Cuso Financial Services, LP and is licensed to provide investment advisory services in multiple states. Previously, Jonathan has worked at APW CAPITAL, INC., Charles Schwab & Co., Inc., Woodbury Financial Services, Inc. and Ameriprise Financial Services, Inc.. Jonathan holds the Series 7, Series 66 and SIE licenses. Jonathan is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
CA
05/07/2019 - Present
Cuso Financial Services, LP (SAN JOSE CA)
CA
02/27/2019 - 04/15/2019
APW CAPITAL, INC. (Campbell CA)
CA
11/10/2010 - 01/08/2019
CHARLES SCHWAB & CO., INC. (CAMPBELL CA)
CA
06/01/2009 - 09/11/2009
WOODBURY FINANCIAL SERVICES, INC. (BURLINGAME CA)
CA
02/04/2008 - 11/04/2008
AMERIPRISE FINANCIAL SERVICES, INC. (SAN FRANCISCO CA)
BOTH
Issued 03/28/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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