Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Al-sahli is an investment advisor representative with Fidelity Personal And Workplace Advisors. Jonathan is registered with FINRA and has been in the industry since 2014. He is registered to provide investment advice in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Fidelity Personal And Workplace Advisors is an investment firm that provides advisory services to individuals, businesses, and institutions. Jonathan specializes in working with individuals and families, helping 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.
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
TX
04/04/2022 - Present
Fidelity Personal AND Workplace Advisors (HOUSTON TX)
TX
08/08/2019 - 04/07/2020
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
TX
04/21/2016 - 09/08/2017
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
03/05/2014 - 06/16/2014
AXA ADVISORS, LLC (HOUSTON TX)
BOTH
Issued 03/07/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/09/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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