Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Allender Dinsmore is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH. Jonathan has been in the financial industry since 2006. Jonathan is registered with the state of Ohio, as well as with 52 other states. Jonathan's previous firms include Fidelity Brokerage Services LLC and PFS Investments Inc. Jonathan holds Series 6, 7, 63, 66, 24, 52TO, 53 and SIE licenses. Jonathan's firm is a registered investment advisor and has approximately $1 billion - $10 billion in assets under management. The firm's main office is located in Cincinnati, OH. Jonathan's specialties include financial planning, portfolio management for individuals and businesses, as well as selection of other advisors.
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.
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.
Sponsor wrap fee program
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.
1
2
OH
04/23/2013 - Present
Fifth Third Securities, Inc. (CINCINNATI OH)
KY
12/21/2006 - 01/17/2013
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
GA
03/20/2006 - 08/31/2006
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 6/4/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/30/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/23/2020
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/21/2015
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2006
Series 7 - General Securities Representative Examination
BC
Issued 3/17/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jonathan Dinsmore is the right advisor for you? Invested Better is here to help.
