Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Alan Adamsky is a financial advisor registered with UBS Financial Services Inc. Jonathan has been in the financial services industry since September 18, 1997. Jonathan is licensed to provide investment advice in Connecticut, Florida, New York and Texas. Jonathan previously worked for Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jonathan has passed Series 7, 31, 66 and SIE examinations. Jonathan has been registered with the Securities and Exchange Commission since November 2008. Jonathan specializes in providing financial planning and investment management services to individuals, businesses, and charitable organizations.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NY
07/14/2014 - Present
UBS Financial Services Inc. (ARMONK NY)
NY
04/02/2007 - 11/25/2008
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
08/31/1999 - 04/02/2007
MORGAN STANLEY DW INC. (NEW YORK NY)
NY
09/19/1997 - 09/10/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/21/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 09/18/1997
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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