Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Adamson is a financial professional with experience in the securities industry. Jonathan is currently registered with Truist Securities, Inc. in New York, NY. Jonathan previously worked at Citigroup Global Markets Inc. in New York, NY. Jonathan has passed the Series 63, Series 79TO, and SIE exams. Jonathan is registered to sell securities in 52 states and the District of Columbia.
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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NY
08/09/2023 - Present
Truist Securities, Inc. (NEW YORK NY)
NY
09/27/2021 - 07/12/2023
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 07/07/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/21/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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