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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Alvares segura is an investment advisor representative with Morgan Stanley. Jonathan is registered with the Securities and Exchange Commission and is licensed to provide financial services in multiple states. Jonathan has a combined 10 years of experience in the financial services industry. Jonathan holds the Series 7TO, SIE, and Series 66 licenses. Jonathan specializes in providing financial planning, asset allocation advice, and portfolio management for individuals, businesses, and investment companies. Jonathan is committed to providing clients with personalized financial advice and guidance to help 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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
11/23/2021 - Present
Morgan Stanley (Atlanta GA)
BOTH
Issued 04/21/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/11/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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