Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Aaron Hileman is a financial advisor with Key Investment Services LLC located in Cranberry Township, PA. Jonathan has been in the financial services industry since December 5, 2014, and has experience with both PNC Investments and W&S Brokerage Services, Inc. Jonathan is registered with the state of Pennsylvania and holds the Series 6, Series 63, Series 65, and SIE licenses. Jonathan specializes in providing financial advice to individuals and high net worth individuals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
PA
03/27/2019 - Present
KEY Investment Services LLC (CRANBERRY TWP PA)
PA
06/03/2015 - 11/01/2018
PNC INVESTMENTS (WEXFORD PA)
PA
05/21/2014 - 04/09/2015
W&S BROKERAGE SERVICES, INC. (MONACA PA)
IA
Issued 08/10/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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