Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Zumstein is a financial advisor at Fidelity Brokerage Services LLC, registered with the Financial Industry Regulatory Authority (FINRA). Jonathan has been in the financial industry since December 18, 2007, and is licensed to sell securities in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. Jonathan holds the Series 4, 7, 9, 10, 63, and SIE licenses. Jonathan has a wide range of experience in the financial services industry, including experience as a registered representative, a general securities principal, and a registered options principal.
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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2
UT
12/18/2007 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
BC
Issued 12/21/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/28/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/21/2014
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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